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
2851
$3.54M ﹤0.01%
186,992
+118,283
2852
$3.54M ﹤0.01%
200,647
+31,164
2853
$3.54M ﹤0.01%
251,934
-467
2854
$3.53M ﹤0.01%
126,805
+22,645
2855
$3.53M ﹤0.01%
102,410
+16,127
2856
$3.53M ﹤0.01%
220,466
+63,789
2857
$3.52M ﹤0.01%
87,857
-23,970
2858
$3.52M ﹤0.01%
233,039
+12,338
2859
$3.52M ﹤0.01%
57,932
+12,322
2860
$3.52M ﹤0.01%
136,179
+1,910
2861
$3.52M ﹤0.01%
106,286
-48,156
2862
$3.52M ﹤0.01%
178,499
+8,568
2863
$3.51M ﹤0.01%
117,001
-112,276
2864
$3.51M ﹤0.01%
191,815
+7,756
2865
$3.51M ﹤0.01%
646,155
+50,069
2866
$3.51M ﹤0.01%
34,450
-18,885
2867
$3.5M ﹤0.01%
306,301
-69,397
2868
$3.5M ﹤0.01%
402,595
-12,377
2869
$3.5M ﹤0.01%
122,625
+57,997
2870
$3.49M ﹤0.01%
664,434
-83,299
2871
$3.49M ﹤0.01%
65,467
+15,006
2872
$3.49M ﹤0.01%
54,829
-482
2873
$3.48M ﹤0.01%
133,997
-5,150
2874
$3.47M ﹤0.01%
277,837
-1,142
2875
$3.46M ﹤0.01%
267,354
-2,537