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
1551
$18.7M ﹤0.01%
1,367,170
+34,682
1552
$18.7M ﹤0.01%
878,826
+56,007
1553
$18.6M ﹤0.01%
574,599
+25,746
1554
$18.6M ﹤0.01%
509,404
+68,308
1555
$18.6M ﹤0.01%
664,459
-82,535
1556
$18.6M ﹤0.01%
695,617
+64,449
1557
$18.6M ﹤0.01%
354,888
-19,400
1558
$18.6M ﹤0.01%
524,458
-8,309
1559
$18.6M ﹤0.01%
524,749
+57,686
1560
$18.5M ﹤0.01%
665,893
+67,857
1561
$18.5M ﹤0.01%
304,282
+27,660
1562
$18.4M ﹤0.01%
356,857
-23,668
1563
$18.4M ﹤0.01%
793,098
+192,971
1564
$18.4M ﹤0.01%
397,354
-128,994
1565
$18.4M ﹤0.01%
2,061,992
+1,022,840
1566
$18.4M ﹤0.01%
293,927
+69,809
1567
$18.4M ﹤0.01%
932,949
+40,152
1568
$18.3M ﹤0.01%
227,763
+62,095
1569
$18.2M ﹤0.01%
265,410
+23,337
1570
$18.2M ﹤0.01%
280,084
+97,544
1571
$18.2M ﹤0.01%
1,142,019
+267,995
1572
$18.2M ﹤0.01%
786,477
-60,595
1573
$18.2M ﹤0.01%
175,349
-27,530
1574
$18.2M ﹤0.01%
304,681
+16,285
1575
$18.2M ﹤0.01%
787,616
-39,167