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
1501
$19.8M ﹤0.01%
635,826
-26,232
1502
$19.8M ﹤0.01%
788,432
+42,108
1503
$19.7M ﹤0.01%
643,553
-78,670
1504
$19.7M ﹤0.01%
275,039
+22,982
1505
$19.7M ﹤0.01%
192,945
+87,503
1506
$19.7M ﹤0.01%
379,154
-8,665
1507
$19.7M ﹤0.01%
304,209
-94,279
1508
$19.6M ﹤0.01%
727,897
+23,067
1509
$19.6M ﹤0.01%
355,628
-21,398
1510
$19.6M ﹤0.01%
840,668
-20,811
1511
$19.6M ﹤0.01%
194,823
-121,992
1512
$19.6M ﹤0.01%
752,637
+32,776
1513
$19.6M ﹤0.01%
732,710
-63,835
1514
$19.5M ﹤0.01%
834,567
+161,469
1515
$19.5M ﹤0.01%
869,150
-120,905
1516
$19.5M ﹤0.01%
381,346
-24,348
1517
$19.5M ﹤0.01%
824,803
+20,085
1518
$19.4M ﹤0.01%
1,176,353
+166,779
1519
$19.4M ﹤0.01%
495,878
-45,631
1520
$19.4M ﹤0.01%
1,705,834
+176,616
1521
$19.4M ﹤0.01%
189,526
-50,184
1522
$19.4M ﹤0.01%
1,172,770
+15,158
1523
$19.3M ﹤0.01%
1,582,339
+34,580
1524
$19.3M ﹤0.01%
661,965
+38,403
1525
$19.2M ﹤0.01%
294,203
+266,311