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
1926
$11.3M ﹤0.01%
752,239
-72,270
1927
$11.3M ﹤0.01%
367,352
+59,549
1928
$11.3M ﹤0.01%
537,840
-14,673
1929
$11.3M ﹤0.01%
234,704
-191,840
1930
$11.3M ﹤0.01%
490,414
+70,234
1931
$11.3M ﹤0.01%
12,975
-1,924
1932
$11.3M ﹤0.01%
1,078,705
-865,836
1933
$11.2M ﹤0.01%
1,236,099
+141,789
1934
$11.2M ﹤0.01%
180,910
-21,577
1935
$11.2M ﹤0.01%
77,337
-2,941
1936
$11.2M ﹤0.01%
492,282
+356,749
1937
$11.2M ﹤0.01%
440,335
+16,873
1938
$11.2M ﹤0.01%
1,366,335
+69,428
1939
$11.2M ﹤0.01%
27,443
-91,222
1940
$11.2M ﹤0.01%
186,110
-128,140
1941
$11.1M ﹤0.01%
162,486
-44,192
1942
$11.1M ﹤0.01%
207,782
-15,178
1943
$11.1M ﹤0.01%
526,186
+239,982
1944
$11.1M ﹤0.01%
867,319
+300,521
1945
$11.1M ﹤0.01%
860,496
+121,396
1946
$11.1M ﹤0.01%
369,749
+37,034
1947
$11.1M ﹤0.01%
218,786
-202,095
1948
$11.1M ﹤0.01%
207,009
+45,333
1949
$11.1M ﹤0.01%
798,050
+159,540
1950
$11M ﹤0.01%
186,577
-18,052