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
1951
$11M ﹤0.01%
595,990
+146,913
1952
$11M ﹤0.01%
148,659
-23,781
1953
$11M ﹤0.01%
127,906
-33,267
1954
$11M ﹤0.01%
330,059
+29,185
1955
$11M ﹤0.01%
142,582
+37,997
1956
$11M ﹤0.01%
994,071
+22,686
1957
$10.9M ﹤0.01%
319,205
-10,655
1958
$10.9M ﹤0.01%
211,401
-13,064
1959
$10.9M ﹤0.01%
549,536
+267,511
1960
$10.9M ﹤0.01%
105,242
-1,442
1961
$10.9M ﹤0.01%
139,410
-4,273
1962
$10.9M ﹤0.01%
280,925
-43,026
1963
$10.9M ﹤0.01%
263,053
+29,986
1964
$10.9M ﹤0.01%
333,930
+156,721
1965
$10.9M ﹤0.01%
156,855
-40,945
1966
$10.9M ﹤0.01%
442,236
+31,614
1967
$10.9M ﹤0.01%
756,666
-20,123
1968
$10.9M ﹤0.01%
829,122
+66,058
1969
$10.8M ﹤0.01%
70,254
-15,656
1970
$10.8M ﹤0.01%
496,490
+20,607
1971
$10.8M ﹤0.01%
280,577
-26,870
1972
$10.8M ﹤0.01%
249,022
-33,761
1973
$10.8M ﹤0.01%
320,797
-14,084
1974
$10.8M ﹤0.01%
+562,921
1975
$10.8M ﹤0.01%
243,087
+11,921