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
1751
$14.2M ﹤0.01%
177,212
+35,576
1752
$14.1M ﹤0.01%
193,957
-721
1753
$14.1M ﹤0.01%
223,302
+14,631
1754
$14.1M ﹤0.01%
736,237
-68,494
1755
$14.1M ﹤0.01%
188,036
-29,575
1756
$14.1M ﹤0.01%
419,665
-218,620
1757
$14.1M ﹤0.01%
1,906,507
-219,120
1758
$14M ﹤0.01%
331,677
-60,500
1759
$14M ﹤0.01%
150,073
-10,754
1760
$14M ﹤0.01%
249,372
-13,867
1761
$14M ﹤0.01%
317,185
+32,575
1762
$14M ﹤0.01%
1,106,448
-31,090
1763
$14M ﹤0.01%
107,532
+42,118
1764
$13.9M ﹤0.01%
375,570
-3,228
1765
$13.9M ﹤0.01%
253,605
+41,295
1766
$13.9M ﹤0.01%
319,374
-56,184
1767
$13.9M ﹤0.01%
11,343,363
-9,960,057
1768
$13.9M ﹤0.01%
1,048,949
-44,621
1769
$13.8M ﹤0.01%
303,874
-34,411
1770
$13.8M ﹤0.01%
859,159
-111,627
1771
$13.8M ﹤0.01%
702,798
+395,044
1772
$13.8M ﹤0.01%
2,093,648
-1,755,033
1773
$13.8M ﹤0.01%
1,064,469
-14,753
1774
$13.7M ﹤0.01%
3,373,483
-573,911
1775
$13.7M ﹤0.01%
263,171
+56,531