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
1326
$24.8M ﹤0.01%
582,838
-10,180
1327
$24.7M ﹤0.01%
947,170
+392,610
1328
$24.7M ﹤0.01%
976,531
+15,268
1329
$24.7M ﹤0.01%
1,632,356
+28,187
1330
$24.7M ﹤0.01%
1,337,168
-1,045,569
1331
$24.7M ﹤0.01%
483,310
+307,802
1332
$24.7M ﹤0.01%
498,986
+28,030
1333
$24.7M ﹤0.01%
2,941,884
-546,116
1334
$24.5M ﹤0.01%
402,277
-113,189
1335
$24.5M ﹤0.01%
313,878
-71,612
1336
$24.5M ﹤0.01%
771,664
-109,554
1337
$24.5M ﹤0.01%
1,213,880
+127,836
1338
$24.4M ﹤0.01%
826,200
-24,180
1339
$24.4M ﹤0.01%
968,275
+284,983
1340
$24.4M ﹤0.01%
294,854
-43,897
1341
$24.3M ﹤0.01%
1,021,675
+24,504
1342
$24.3M ﹤0.01%
371,466
+24,480
1343
$24.2M ﹤0.01%
1,454,121
-92,221
1344
$24.1M ﹤0.01%
165,857
-30,641
1345
$24.1M ﹤0.01%
724,091
+400,797
1346
$24.1M ﹤0.01%
1,006,154
-82,077
1347
$24.1M ﹤0.01%
2,491,452
+328,465
1348
$24M ﹤0.01%
1,085,497
-136,447
1349
$24M ﹤0.01%
176,151
+13,772
1350
$24M ﹤0.01%
1,208,399
+83,551