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
2576
$5.17M ﹤0.01%
187,442
-25,422
2577
$5.17M ﹤0.01%
446,003
-23,252
2578
$5.17M ﹤0.01%
748,989
+46,584
2579
$5.15M ﹤0.01%
169,489
-14,394
2580
$5.13M ﹤0.01%
167,690
+96,500
2581
$5.13M ﹤0.01%
366,586
+115,968
2582
$5.11M ﹤0.01%
199,855
+81,997
2583
$5.11M ﹤0.01%
193,033
+4,068
2584
$5.1M ﹤0.01%
77,836
+11,990
2585
$5.1M ﹤0.01%
154,702
-6,383
2586
$5.09M ﹤0.01%
122,904
+29,901
2587
$5.09M ﹤0.01%
115,606
-31,164
2588
$5.09M ﹤0.01%
119,314
+11,230
2589
$5.09M ﹤0.01%
111,407
-10,493
2590
$5.08M ﹤0.01%
613,980
+87,066
2591
$5.07M ﹤0.01%
41,243
-93,825
2592
$5.07M ﹤0.01%
348,087
-137,493
2593
$5.03M ﹤0.01%
205,586
+88,952
2594
$5.03M ﹤0.01%
78,596
+16,187
2595
$5.01M ﹤0.01%
44,330
-11,788
2596
$5.01M ﹤0.01%
63,152
-2,875
2597
$5M ﹤0.01%
1,327,332
-23,843
2598
$5M ﹤0.01%
155,726
+64,964
2599
$5M ﹤0.01%
189,026
-6,824
2600
$5M ﹤0.01%
319,926
-75,062