Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,615
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$789M
3
+$601M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$594M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$570M

Top Sells

1
+$1.49B
2
+$682M
3
+$578M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$527M
5
BUD icon
AB InBev
BUD
+$519M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.92%
3 Financials 8.78%
4 Industrials 8.08%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$706M 0.17%
12,825,902
+901,800
127
$690M 0.16%
7,116,069
+377,735
128
$683M 0.16%
8,707,586
+623,443
129
$681M 0.16%
6,553,836
+2,908,096
130
$679M 0.16%
19,888,242
+926,125
131
$657M 0.16%
24,046,220
+1,322,296
132
$652M 0.15%
5,779,584
+93,177
133
$638M 0.15%
7,674,907
-5,773
134
$638M 0.15%
17,988,740
+2,219,394
135
$637M 0.15%
6,541,108
+230,072
136
$636M 0.15%
43,805,130
+386,510
137
$634M 0.15%
6,066,547
+264,256
138
$633M 0.15%
7,508,393
-5,715,959
139
$633M 0.15%
6,740,176
-232,764
140
$628M 0.15%
8,367,122
-9,082,660
141
$627M 0.15%
2,469,709
+115,185
142
$626M 0.15%
5,554,806
-315,843
143
$621M 0.15%
3,195,699
+488,947
144
$621M 0.15%
4,169,803
-278,308
145
$617M 0.15%
7,806,769
+312,380
146
$614M 0.15%
5,369,113
+442,068
147
$613M 0.15%
11,668,846
+664,836
148
$611M 0.14%
21,115,148
+2,739,480
149
$607M 0.14%
8,362,194
+321,685
150
$604M 0.14%
12,195,969
-3,479,533
4 5
6
7 8