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
2876
$3.46M ﹤0.01%
90,398
+1,805
2877
$3.46M ﹤0.01%
210,380
-180,639
2878
$3.46M ﹤0.01%
52,532
-844
2879
$3.45M ﹤0.01%
97,279
-131,169
2880
$3.44M ﹤0.01%
138,123
-58,119
2881
$3.44M ﹤0.01%
176,018
+19,564
2882
$3.43M ﹤0.01%
15,069
+6,007
2883
$3.42M ﹤0.01%
266,128
-933
2884
$3.41M ﹤0.01%
103,719
-41,510
2885
$3.41M ﹤0.01%
127,116
+32,802
2886
$3.41M ﹤0.01%
296,411
+47,766
2887
$3.41M ﹤0.01%
73,580
+24,803
2888
$3.39M ﹤0.01%
134,946
+36,576
2889
$3.39M ﹤0.01%
56,867
+9,011
2890
$3.38M ﹤0.01%
446,236
-109,611
2891
$3.36M ﹤0.01%
70,079
+35,637
2892
$3.36M ﹤0.01%
40,477
-17,119
2893
$3.35M ﹤0.01%
167,022
-31,056
2894
$3.35M ﹤0.01%
85,970
-108,407
2895
$3.35M ﹤0.01%
47,929
-3,080
2896
$3.34M ﹤0.01%
305,139
-129,594
2897
$3.33M ﹤0.01%
179,869
-57,822
2898
$3.33M ﹤0.01%
211,138
+89,433
2899
$3.32M ﹤0.01%
141,871
+2,448
2900
$3.32M ﹤0.01%
209,817
+19,273