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
2751
$4.04M ﹤0.01%
187,641
-21,914
2752
$4.03M ﹤0.01%
138,347
+2,498
2753
$4.03M ﹤0.01%
213,781
-19,197
2754
$4.03M ﹤0.01%
300,963
-10,839
2755
$4.03M ﹤0.01%
80,600
-168,357
2756
$4.02M ﹤0.01%
158,388
+19,462
2757
$4.02M ﹤0.01%
293,189
-25,551
2758
$4.02M ﹤0.01%
63,626
-2,774
2759
$4M ﹤0.01%
71,240
-25,408
2760
$3.99M ﹤0.01%
86,096
-4,680
2761
$3.98M ﹤0.01%
331,694
+61,031
2762
$3.97M ﹤0.01%
223,008
+56,911
2763
$3.96M ﹤0.01%
296,162
+244,662
2764
$3.95M ﹤0.01%
147,845
+14,057
2765
$3.95M ﹤0.01%
422,036
-223,756
2766
$3.95M ﹤0.01%
141,548
+140,396
2767
$3.94M ﹤0.01%
151,652
-25,593
2768
$3.94M ﹤0.01%
81,594
-68,154
2769
$3.93M ﹤0.01%
269,452
-33,451
2770
$3.92M ﹤0.01%
77,960
-106,127
2771
$3.92M ﹤0.01%
110,885
+4,498
2772
$3.91M ﹤0.01%
167,822
-448,108
2773
$3.91M ﹤0.01%
298,842
-33,953
2774
$3.91M ﹤0.01%
305,739
-122,841
2775
$3.9M ﹤0.01%
88,935
-19,313