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
2801
$3.72M ﹤0.01%
248,653
+10,146
2802
$3.72M ﹤0.01%
194,356
+85,697
2803
$3.72M ﹤0.01%
165,144
+8,911
2804
$3.71M ﹤0.01%
189,570
-18,615
2805
$3.71M ﹤0.01%
132,608
+29,333
2806
$3.7M ﹤0.01%
373,053
+22,570
2807
$3.7M ﹤0.01%
106,537
-5,123
2808
$3.7M ﹤0.01%
72,451
+7,120
2809
$3.7M ﹤0.01%
126,832
-19,305
2810
$3.69M ﹤0.01%
281,682
+18,389
2811
$3.69M ﹤0.01%
423,564
-71,898
2812
$3.69M ﹤0.01%
75,563
-48,875
2813
$3.68M ﹤0.01%
255,731
+883
2814
$3.68M ﹤0.01%
58,544
-8,100
2815
$3.68M ﹤0.01%
161,284
+9,177
2816
$3.67M ﹤0.01%
36,275
-6,846
2817
$3.67M ﹤0.01%
110,145
+6,456
2818
$3.66M ﹤0.01%
56,876
-1,668
2819
$3.66M ﹤0.01%
125,389
-58,953
2820
$3.66M ﹤0.01%
101,600
+31,140
2821
$3.65M ﹤0.01%
111,758
-81,596
2822
$3.64M ﹤0.01%
345,864
-215,659
2823
$3.64M ﹤0.01%
280,885
+49,960
2824
$3.64M ﹤0.01%
177,043
+17,154
2825
$3.64M ﹤0.01%
97,838
-60,713