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
1351
$24M ﹤0.01%
398,963
-76,095
1352
$24M ﹤0.01%
120,659
-18,120
1353
$23.9M ﹤0.01%
479,737
-200,661
1354
$23.8M ﹤0.01%
268,057
-19,711
1355
$23.8M ﹤0.01%
2,043,497
-382,413
1356
$23.7M ﹤0.01%
612,719
+67,247
1357
$23.7M ﹤0.01%
306,927
+108,907
1358
$23.7M ﹤0.01%
195,005
+30,646
1359
$23.6M ﹤0.01%
469,908
+210,573
1360
$23.6M ﹤0.01%
1,650,981
+23,045
1361
$23.5M ﹤0.01%
915,164
+302,065
1362
$23.4M ﹤0.01%
257,074
-49,526
1363
$23.4M ﹤0.01%
436,116
+44,353
1364
$23.4M ﹤0.01%
1,000,298
-106,187
1365
$23.4M ﹤0.01%
1,829,266
+293,684
1366
$23.4M ﹤0.01%
1,817,878
-206,411
1367
$23.4M ﹤0.01%
670,449
+581,650
1368
$23.4M ﹤0.01%
1,183,498
+550,270
1369
$23.3M ﹤0.01%
427,750
-91,448
1370
$23.2M ﹤0.01%
447,602
+48,191
1371
$23.1M ﹤0.01%
1,245,326
-37,085
1372
$23M ﹤0.01%
205,841
-107,770
1373
$22.9M ﹤0.01%
525,473
-152,013
1374
$22.9M ﹤0.01%
314,364
+22,573
1375
$22.9M ﹤0.01%
1,048,383
-39,064