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
2626
$4.81M ﹤0.01%
1,711,034
+699,550
2627
$4.79M ﹤0.01%
190,884
-20,563
2628
$4.79M ﹤0.01%
54,060
-2,333
2629
$4.77M ﹤0.01%
678,841
+201,659
2630
$4.77M ﹤0.01%
84,047
+24,223
2631
$4.76M ﹤0.01%
1,929,860
-140,740
2632
$4.76M ﹤0.01%
379,335
+9,398
2633
$4.75M ﹤0.01%
412,235
-45,169
2634
$4.75M ﹤0.01%
118,824
+78,020
2635
$4.73M ﹤0.01%
118,296
+19,473
2636
$4.73M ﹤0.01%
97,162
-13,889
2637
$4.72M ﹤0.01%
272,007
+77,827
2638
$4.71M ﹤0.01%
129,757
+92,227
2639
$4.71M ﹤0.01%
166,728
+55,156
2640
$4.71M ﹤0.01%
195,179
-2,613
2641
$4.71M ﹤0.01%
41,902
+1,297
2642
$4.71M ﹤0.01%
180,893
+63,256
2643
$4.69M ﹤0.01%
153,372
+5,805
2644
$4.69M ﹤0.01%
216,041
-58,702
2645
$4.67M ﹤0.01%
736,822
+267,567
2646
$4.66M ﹤0.01%
214,923
+25,040
2647
$4.66M ﹤0.01%
616,808
-26,108
2648
$4.66M ﹤0.01%
458,501
-372,798
2649
$4.64M ﹤0.01%
321,158
+172,911
2650
$4.63M ﹤0.01%
897,450
-82,939