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
2726
$4.2M ﹤0.01%
361,668
-37,877
2727
$4.2M ﹤0.01%
117,887
-27,625
2728
$4.19M ﹤0.01%
506,562
+146,743
2729
$4.18M ﹤0.01%
279,168
+34,481
2730
$4.17M ﹤0.01%
92,277
+14,250
2731
$4.17M ﹤0.01%
494,399
+3,510
2732
$4.16M ﹤0.01%
60,877
+6,624
2733
$4.16M ﹤0.01%
103,216
-9,165
2734
$4.15M ﹤0.01%
70,729
+4,117
2735
$4.13M ﹤0.01%
179,564
+26,408
2736
$4.12M ﹤0.01%
59,671
+4,254
2737
$4.12M ﹤0.01%
137,253
+12,007
2738
$4.11M ﹤0.01%
164,847
-21,143
2739
$4.1M ﹤0.01%
558,455
+43,364
2740
$4.1M ﹤0.01%
122,587
-185,135
2741
$4.09M ﹤0.01%
328,848
+35,508
2742
$4.09M ﹤0.01%
351,085
-46,738
2743
$4.09M ﹤0.01%
158,428
+40,808
2744
$4.06M ﹤0.01%
284,091
+9,489
2745
$4.05M ﹤0.01%
198,628
-3,009
2746
$4.05M ﹤0.01%
264,137
-18,030
2747
$4.05M ﹤0.01%
186,646
-87,314
2748
$4.05M ﹤0.01%
54,599
-7,413
2749
$4.04M ﹤0.01%
85,490
+13,067
2750
$4.04M ﹤0.01%
2,870
-226