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
2701
$4.35M ﹤0.01%
277,055
-33,835
2702
$4.34M ﹤0.01%
82,959
-19,333
2703
$4.33M ﹤0.01%
35,035
-98,411
2704
$4.33M ﹤0.01%
178,033
+2,558
2705
$4.33M ﹤0.01%
77,543
+23,326
2706
$4.32M ﹤0.01%
300,965
+78,122
2707
$4.31M ﹤0.01%
86,679
-6,765
2708
$4.3M ﹤0.01%
55,368
+39,336
2709
$4.3M ﹤0.01%
2,203,968
+152,224
2710
$4.29M ﹤0.01%
134,680
-9,784
2711
$4.29M ﹤0.01%
76,933
-50,042
2712
$4.29M ﹤0.01%
208,492
+16,607
2713
$4.28M ﹤0.01%
157,627
-27,756
2714
$4.28M ﹤0.01%
581,955
+1,918
2715
$4.27M ﹤0.01%
152,572
-84,937
2716
$4.26M ﹤0.01%
468,877
-588,025
2717
$4.25M ﹤0.01%
480,250
+165,441
2718
$4.25M ﹤0.01%
71,911
-13,553
2719
$4.24M ﹤0.01%
151,275
-8,205
2720
$4.23M ﹤0.01%
168,651
-9,200
2721
$4.22M ﹤0.01%
258,357
+32,124
2722
$4.22M ﹤0.01%
120,155
-17,564
2723
$4.22M ﹤0.01%
293,858
-107,300
2724
$4.22M ﹤0.01%
71,879
-14,111
2725
$4.21M ﹤0.01%
113,650
+2,756