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
1376
$22.9M ﹤0.01%
966,376
+183,232
1377
$22.9M ﹤0.01%
506,137
+66,108
1378
$22.8M ﹤0.01%
637,385
-71,543
1379
$22.8M ﹤0.01%
1,018,965
-23,623
1380
$22.8M ﹤0.01%
45,899
-13,819
1381
$22.7M ﹤0.01%
66,927
+17,456
1382
$22.7M ﹤0.01%
+1,115,139
1383
$22.7M ﹤0.01%
241,011
-34,546
1384
$22.7M ﹤0.01%
1,097,201
+56,469
1385
$22.7M ﹤0.01%
1,063,877
+81,858
1386
$22.6M ﹤0.01%
613,667
+5,353
1387
$22.6M ﹤0.01%
2,927,799
-1,178,062
1388
$22.6M ﹤0.01%
554,454
-11,406
1389
$22.5M ﹤0.01%
1,123,147
+601,413
1390
$22.5M ﹤0.01%
471,386
+42,307
1391
$22.5M ﹤0.01%
672,294
+20,019
1392
$22.5M ﹤0.01%
290,753
+28,456
1393
$22.5M ﹤0.01%
257,569
-86,045
1394
$22.4M ﹤0.01%
816,168
-2,307
1395
$22.4M ﹤0.01%
266,586
+150,915
1396
$22.4M ﹤0.01%
1,891,006
+155,550
1397
$22.4M ﹤0.01%
109,338
-34,813
1398
$22.3M ﹤0.01%
400,237
-42,003
1399
$22.3M ﹤0.01%
333,435
+20,639
1400
$22.3M ﹤0.01%
340,915
+21,680