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
1426
$21.8M ﹤0.01%
220,850
-56,854
1427
$21.7M ﹤0.01%
346,285
-4,572
1428
$21.7M ﹤0.01%
343,369
-95,153
1429
$21.7M ﹤0.01%
759,198
-282,737
1430
$21.7M ﹤0.01%
363,219
+108,365
1431
$21.7M ﹤0.01%
1,232,731
+239,037
1432
$21.6M ﹤0.01%
435,828
+125,874
1433
$21.6M ﹤0.01%
16,480
+1,794
1434
$21.6M ﹤0.01%
1,288,872
-298,884
1435
$21.5M ﹤0.01%
392,396
-22,430
1436
$21.4M ﹤0.01%
370,101
+2,120
1437
$21.4M ﹤0.01%
161,736
-5,216
1438
$21.4M ﹤0.01%
334,465
-31,186
1439
$21.4M ﹤0.01%
331,689
+15,290
1440
$21.4M ﹤0.01%
549,162
-74,365
1441
$21.4M ﹤0.01%
586,446
-41,574
1442
$21.3M ﹤0.01%
488,558
+8,954
1443
$21.3M ﹤0.01%
312,102
-35,074
1444
$21.2M ﹤0.01%
244,384
+3,990
1445
$21.2M ﹤0.01%
1,525,875
+1,128,869
1446
$21.2M ﹤0.01%
303,989
+79,632
1447
$21.2M ﹤0.01%
697,143
+107,199
1448
$21.1M ﹤0.01%
450,296
-11,256
1449
$21.1M ﹤0.01%
180,228
+20,088
1450
$21.1M ﹤0.01%
299,698
-5,861