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
2676
$4.48M ﹤0.01%
343,184
+30,890
2677
$4.48M ﹤0.01%
131,820
-33,481
2678
$4.47M ﹤0.01%
342,298
+161,137
2679
$4.46M ﹤0.01%
1,805,182
+1,661,638
2680
$4.46M ﹤0.01%
158,517
-2,774
2681
$4.45M ﹤0.01%
170,443
-139,597
2682
$4.45M ﹤0.01%
152,438
-23,824
2683
$4.43M ﹤0.01%
159,228
+17,357
2684
$4.43M ﹤0.01%
236,095
+30,471
2685
$4.43M ﹤0.01%
470,116
-95,588
2686
$4.43M ﹤0.01%
85,716
+1,777
2687
$4.43M ﹤0.01%
177,504
-10,080
2688
$4.42M ﹤0.01%
203,264
+5,497
2689
$4.42M ﹤0.01%
269,895
+268,225
2690
$4.42M ﹤0.01%
259,321
-197,810
2691
$4.42M ﹤0.01%
213,882
-17,493
2692
$4.41M ﹤0.01%
111,333
+36,659
2693
$4.41M ﹤0.01%
175,142
+50,852
2694
$4.4M ﹤0.01%
470,584
+442,990
2695
$4.4M ﹤0.01%
52,250
-3,763
2696
$4.39M ﹤0.01%
391,608
-51,073
2697
$4.37M ﹤0.01%
84,432
+9,949
2698
$4.36M ﹤0.01%
165,357
+430
2699
$4.36M ﹤0.01%
62,994
+21,804
2700
$4.35M ﹤0.01%
196,822
-30,182