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
1676
$15.7M ﹤0.01%
363,423
+2,580
1677
$15.7M ﹤0.01%
237,373
+8,940
1678
$15.7M ﹤0.01%
407,593
+3,454
1679
$15.6M ﹤0.01%
311,061
+85,248
1680
$15.6M ﹤0.01%
222,407
-3,871
1681
$15.5M ﹤0.01%
394,714
-19,442
1682
$15.5M ﹤0.01%
216,630
+168,815
1683
$15.5M ﹤0.01%
190,501
+36,564
1684
$15.5M ﹤0.01%
316,886
-33,038
1685
$15.5M ﹤0.01%
769,009
-130,938
1686
$15.5M ﹤0.01%
877,164
-7,952
1687
$15.5M ﹤0.01%
220,457
+4,304
1688
$15.4M ﹤0.01%
276,404
+8,718
1689
$15.4M ﹤0.01%
518,966
-22,581
1690
$15.4M ﹤0.01%
3,312,138
+1,629,941
1691
$15.4M ﹤0.01%
354,562
+61,142
1692
$15.4M ﹤0.01%
241,211
+3,896
1693
$15.4M ﹤0.01%
272,593
+2,569
1694
$15.3M ﹤0.01%
398,639
+5,981
1695
$15.3M ﹤0.01%
975,352
+4,986
1696
$15.3M ﹤0.01%
355,876
+167,799
1697
$15.3M ﹤0.01%
247,400
+6,455
1698
$15.2M ﹤0.01%
1,870,440
+1,714,498
1699
$15.2M ﹤0.01%
108,278
+29,085
1700
$15.2M ﹤0.01%
254,307
-11,960