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
1201
$29.6M 0.01%
509,445
-36,537
1202
$29.6M 0.01%
449,502
+320,722
1203
$29.5M 0.01%
1,013,032
-245,260
1204
$29.5M 0.01%
597,308
+142,892
1205
$29.5M 0.01%
1,890,080
+43,995
1206
$29.4M 0.01%
374,426
-12,430
1207
$29.4M 0.01%
1,685,562
+580,548
1208
$29.3M 0.01%
232,089
-113,960
1209
$29.3M 0.01%
541,335
-36,240
1210
$29.3M 0.01%
1,570,528
-45,073
1211
$29.3M 0.01%
797,501
-22,793
1212
$29.2M 0.01%
1,249,529
+218,725
1213
$29.1M 0.01%
1,706,995
-343,123
1214
$29.1M 0.01%
672,354
+214,190
1215
$29M 0.01%
448,488
-82,251
1216
$29M 0.01%
1,524,634
-128,274
1217
$29M 0.01%
1,137,602
+181,723
1218
$29M 0.01%
898,128
+151,470
1219
$29M 0.01%
612,626
-77,451
1220
$28.9M 0.01%
1,006,541
+135,405
1221
$28.9M 0.01%
1,559,357
+480,324
1222
$28.9M 0.01%
711,438
+159,450
1223
$28.8M 0.01%
1,151,220
+151,584
1224
$28.7M 0.01%
784,219
-24,069
1225
$28.7M 0.01%
142,700
-8,780