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
2476
$5.85M ﹤0.01%
191,597
+11,837
2477
$5.85M ﹤0.01%
222,594
+3,027
2478
$5.84M ﹤0.01%
143,239
-36,007
2479
$5.84M ﹤0.01%
323,576
-306,749
2480
$5.84M ﹤0.01%
203,020
-28,846
2481
$5.83M ﹤0.01%
58,949
-2,126
2482
$5.83M ﹤0.01%
87,505
+5,857
2483
$5.83M ﹤0.01%
199,806
-260
2484
$5.82M ﹤0.01%
483,209
-624,550
2485
$5.82M ﹤0.01%
454,606
-84,640
2486
$5.82M ﹤0.01%
49,504
+17,690
2487
$5.8M ﹤0.01%
269,833
+108,361
2488
$5.8M ﹤0.01%
380,708
-23,664
2489
$5.79M ﹤0.01%
1,599,303
+541,946
2490
$5.78M ﹤0.01%
56,643
+22,734
2491
$5.78M ﹤0.01%
1,334
+538
2492
$5.77M ﹤0.01%
159,737
-22,740
2493
$5.77M ﹤0.01%
360,746
+180,455
2494
$5.76M ﹤0.01%
149,495
+5,548
2495
$5.76M ﹤0.01%
246,464
-23,713
2496
$5.75M ﹤0.01%
364,418
+5,383
2497
$5.72M ﹤0.01%
313,740
+63,394
2498
$5.71M ﹤0.01%
22,199
-3,628
2499
$5.7M ﹤0.01%
81,658
-5,935
2500
$5.69M ﹤0.01%
194,124
+22,308