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
1851
$12.3M ﹤0.01%
309,576
-31,608
1852
$12.3M ﹤0.01%
431,743
+9,812
1853
$12.3M ﹤0.01%
442,394
-4,061
1854
$12.3M ﹤0.01%
117,702
+1,249
1855
$12.3M ﹤0.01%
722,273
-82,942
1856
$12.3M ﹤0.01%
525,355
-783,675
1857
$12.3M ﹤0.01%
684,708
-18,452
1858
$12.2M ﹤0.01%
698,386
-90,982
1859
$12.2M ﹤0.01%
328,740
+10,773
1860
$12.2M ﹤0.01%
441,377
+179,277
1861
$12.2M ﹤0.01%
86,903
+3,495
1862
$12.2M ﹤0.01%
458,348
-209,894
1863
$12.2M ﹤0.01%
38,724
-159,953
1864
$12.2M ﹤0.01%
437,154
+131,827
1865
$12.1M ﹤0.01%
209,335
+132,682
1866
$12.1M ﹤0.01%
337,477
-117,854
1867
$12.1M ﹤0.01%
1,276,750
+145,320
1868
$12.1M ﹤0.01%
592,989
-33,791
1869
$12.1M ﹤0.01%
106,569
-1,367
1870
$12.1M ﹤0.01%
1,070,968
+120,616
1871
$12.1M ﹤0.01%
182,751
-12,139
1872
$12.1M ﹤0.01%
550,664
+15,025
1873
$12.1M ﹤0.01%
326,679
+175,309
1874
$12.1M ﹤0.01%
693,850
+154,920
1875
$12.1M ﹤0.01%
211,658
+66,742