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
1251
$27.6M 0.01%
758,955
-41,631
1252
$27.6M 0.01%
383,863
-491,043
1253
$27.6M 0.01%
623,773
+37,777
1254
$27.5M 0.01%
867,356
+126,073
1255
$27.5M 0.01%
1,324,686
-184,920
1256
$27.4M 0.01%
964,224
+17,496
1257
$27.4M 0.01%
1,822,536
-178,008
1258
$27.4M 0.01%
1,674,862
+337,278
1259
$27.4M 0.01%
529,927
-120,797
1260
$27.2M 0.01%
532,640
-143,057
1261
$27.2M 0.01%
834,735
-88,598
1262
$27.2M 0.01%
1,233,798
+19,086
1263
$27.1M 0.01%
2,954,294
+28,330
1264
$27M 0.01%
953,137
-77,287
1265
$27M 0.01%
301,840
-705,605
1266
$26.9M 0.01%
522,198
-30,846
1267
$26.8M 0.01%
794,629
+1,642
1268
$26.7M 0.01%
516,402
+16,842
1269
$26.7M 0.01%
951,645
+16,494
1270
$26.7M 0.01%
313,673
-219,797
1271
$26.6M 0.01%
388,659
-15,343
1272
$26.5M 0.01%
1,161,129
-9,090,000
1273
$26.5M 0.01%
368,895
-3,956
1274
$26.4M 0.01%
272,439
+78,300
1275
$26.4M 0.01%
510,975
+150,322