Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$34.5M 0.01%
3,076,495
-185,590
1102
$34.4M 0.01%
561,039
+11,472
1103
$34.4M 0.01%
725,100
-58,148
1104
$34.3M 0.01%
2,021,748
+360,927
1105
$34.1M 0.01%
5,192,969
+437,421
1106
$34M 0.01%
698,765
-81,348
1107
$34M 0.01%
1,500,976
-63,130
1108
$34M 0.01%
1,308,464
-526
1109
$34M 0.01%
1,219,470
+42,340
1110
$33.9M 0.01%
1,578,470
+183,566
1111
$33.9M 0.01%
1,484,708
-12,032
1112
$33.8M 0.01%
524,532
+128,749
1113
$33.8M 0.01%
160,667
-5,300
1114
$33.7M 0.01%
537,392
-46,918
1115
$33.6M 0.01%
1,303,062
+386,980
1116
$33.5M 0.01%
2,562,851
+208,528
1117
$33.5M 0.01%
617,174
+10,698
1118
$33.4M 0.01%
657,937
-16,822
1119
$33.3M 0.01%
855,674
+21,613
1120
$33.3M 0.01%
659,413
-288,081
1121
$33.3M 0.01%
1,214,603
-34,340
1122
$33.2M 0.01%
832,824
+228,966
1123
$33.2M 0.01%
3,129,196
+19,929
1124
$33.2M 0.01%
753,432
+228,771
1125
$33.1M 0.01%
2,178,496
-355,424