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
2826
$3.63M ﹤0.01%
150,176
-16,685
2827
$3.63M ﹤0.01%
210,591
-101,916
2828
$3.63M ﹤0.01%
221,226
-54,427
2829
$3.62M ﹤0.01%
150,919
+40,938
2830
$3.62M ﹤0.01%
54,631
-9,633
2831
$3.62M ﹤0.01%
85,219
+10,206
2832
$3.61M ﹤0.01%
314,270
-46,372
2833
$3.61M ﹤0.01%
115,447
-36,191
2834
$3.6M ﹤0.01%
+32,851
2835
$3.6M ﹤0.01%
39,097
-7,654
2836
$3.6M ﹤0.01%
141,252
+11,340
2837
$3.6M ﹤0.01%
238,276
+194,815
2838
$3.59M ﹤0.01%
131,184
-4,263
2839
$3.59M ﹤0.01%
106,937
+5,591
2840
$3.58M ﹤0.01%
86,930
+2,381
2841
$3.58M ﹤0.01%
246,255
-287,714
2842
$3.58M ﹤0.01%
150,809
-26,818
2843
$3.57M ﹤0.01%
82,269
+77,116
2844
$3.56M ﹤0.01%
97,329
+19,078
2845
$3.56M ﹤0.01%
147,629
+118,626
2846
$3.56M ﹤0.01%
337,119
-97,165
2847
$3.55M ﹤0.01%
235,869
+11,527
2848
$3.55M ﹤0.01%
56,300
+47,416
2849
$3.55M ﹤0.01%
16,887
+5,283
2850
$3.55M ﹤0.01%
136,985
-2,102