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
2776
$3.9M ﹤0.01%
246,593
+108,171
2777
$3.87M ﹤0.01%
152,148
-32,419
2778
$3.86M ﹤0.01%
+229,991
2779
$3.85M ﹤0.01%
48,382
+5,220
2780
$3.85M ﹤0.01%
191,037
+7,127
2781
$3.83M ﹤0.01%
48,038
+8,369
2782
$3.83M ﹤0.01%
64,387
+4,778
2783
$3.82M ﹤0.01%
118,980
+20,796
2784
$3.81M ﹤0.01%
153,355
-38,684
2785
$3.81M ﹤0.01%
136,900
-2,303
2786
$3.8M ﹤0.01%
116,138
+11,762
2787
$3.79M ﹤0.01%
120,734
+47,706
2788
$3.78M ﹤0.01%
2,471,253
+880,914
2789
$3.78M ﹤0.01%
163,100
-8,633
2790
$3.77M ﹤0.01%
273,763
+16,077
2791
$3.77M ﹤0.01%
294,845
-6,410
2792
$3.77M ﹤0.01%
80,585
-116,639
2793
$3.77M ﹤0.01%
53,667
-15,089
2794
$3.77M ﹤0.01%
248,937
-249,247
2795
$3.77M ﹤0.01%
234,564
+58,210
2796
$3.76M ﹤0.01%
112,160
+14,322
2797
$3.75M ﹤0.01%
222,087
+27,362
2798
$3.74M ﹤0.01%
127,404
-64,640
2799
$3.74M ﹤0.01%
188,859
-6,852
2800
$3.73M ﹤0.01%
155,370
-11,753