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
2101
$9.38M ﹤0.01%
340,384
-174,664
2102
$9.38M ﹤0.01%
372,301
+11,372
2103
$9.37M ﹤0.01%
501,266
-42,297
2104
$9.37M ﹤0.01%
186,517
+157,272
2105
$9.36M ﹤0.01%
321,569
-12,672
2106
$9.35M ﹤0.01%
335,212
+91,297
2107
$9.34M ﹤0.01%
251,105
+31,800
2108
$9.31M ﹤0.01%
121,745
+47,995
2109
$9.27M ﹤0.01%
206,169
-100,074
2110
$9.27M ﹤0.01%
786,187
-671,944
2111
$9.18M ﹤0.01%
773,644
+56,206
2112
$9.17M ﹤0.01%
926,263
-254,825
2113
$9.17M ﹤0.01%
333,396
-33,936
2114
$9.16M ﹤0.01%
172,671
-50,907
2115
$9.16M ﹤0.01%
89,712
-412
2116
$9.15M ﹤0.01%
455,396
-122,600
2117
$9.14M ﹤0.01%
173,167
+6,792
2118
$9.14M ﹤0.01%
157,387
-98,806
2119
$9.13M ﹤0.01%
327,422
-7,598
2120
$9.13M ﹤0.01%
146,462
+1,294
2121
$9.12M ﹤0.01%
359,901
+335,433
2122
$9.12M ﹤0.01%
325,759
-41,603
2123
$9.1M ﹤0.01%
405,867
+104,119
2124
$9.1M ﹤0.01%
1,456,640
+84,034
2125
$9.1M ﹤0.01%
211,189
+8,723