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
1826
$12.6M ﹤0.01%
790,360
-35,806
1827
$12.6M ﹤0.01%
379,350
-71,589
1828
$12.6M ﹤0.01%
504,389
-338,490
1829
$12.5M ﹤0.01%
183,518
+14,123
1830
$12.5M ﹤0.01%
509,524
+67,926
1831
$12.5M ﹤0.01%
557,123
+38,340
1832
$12.5M ﹤0.01%
1,071,321
-78,716
1833
$12.5M ﹤0.01%
166,271
+5,945
1834
$12.5M ﹤0.01%
658,613
-37,093
1835
$12.5M ﹤0.01%
349,331
+85,821
1836
$12.5M ﹤0.01%
186,803
+8,473
1837
$12.5M ﹤0.01%
118,707
-203,801
1838
$12.5M ﹤0.01%
723,253
-186,741
1839
$12.4M ﹤0.01%
1,474,760
+407,705
1840
$12.4M ﹤0.01%
713,608
+81,486
1841
$12.4M ﹤0.01%
1,220,866
+998,079
1842
$12.4M ﹤0.01%
254,099
-117,379
1843
$12.4M ﹤0.01%
528,009
+54,686
1844
$12.4M ﹤0.01%
296,151
-3,703
1845
$12.4M ﹤0.01%
423,846
-33,404
1846
$12.4M ﹤0.01%
321,175
+34,498
1847
$12.4M ﹤0.01%
565,593
-13,274
1848
$12.4M ﹤0.01%
160,828
+65,703
1849
$12.3M ﹤0.01%
445,067
+209,471
1850
$12.3M ﹤0.01%
323,450
+93,368