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
2551
$5.33M ﹤0.01%
225,393
-7,443
2552
$5.33M ﹤0.01%
307,128
-64,357
2553
$5.33M ﹤0.01%
217,954
-114,544
2554
$5.3M ﹤0.01%
127,633
+68,691
2555
$5.29M ﹤0.01%
161,573
-51,661
2556
$5.29M ﹤0.01%
279,169
+74,798
2557
$5.28M ﹤0.01%
176,832
-102,017
2558
$5.27M ﹤0.01%
62,650
+8,037
2559
$5.27M ﹤0.01%
110,451
+12,351
2560
$5.27M ﹤0.01%
140,681
-52,379
2561
$5.27M ﹤0.01%
195,313
+31,241
2562
$5.26M ﹤0.01%
269,330
+7,135
2563
$5.26M ﹤0.01%
89,214
+17,080
2564
$5.25M ﹤0.01%
304,297
-6,164
2565
$5.25M ﹤0.01%
244,043
-15,240
2566
$5.24M ﹤0.01%
474,442
-1,462
2567
$5.24M ﹤0.01%
268,108
-7,505
2568
$5.24M ﹤0.01%
44,645
-87,426
2569
$5.23M ﹤0.01%
76,238
+13,960
2570
$5.22M ﹤0.01%
421,278
+119,238
2571
$5.22M ﹤0.01%
203,227
+87,044
2572
$5.21M ﹤0.01%
153,544
-4,078
2573
$5.2M ﹤0.01%
93,398
-610
2574
$5.19M ﹤0.01%
84,081
+27,051
2575
$5.19M ﹤0.01%
117,747
+8,613