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
2951
$3.13M ﹤0.01%
81,638
+38,644
2952
$3.13M ﹤0.01%
74,524
-79,492
2953
$3.12M ﹤0.01%
136,290
-219,290
2954
$3.12M ﹤0.01%
2,470
+33
2955
$3.11M ﹤0.01%
86,168
-135,009
2956
$3.11M ﹤0.01%
41,616
+9,377
2957
$3.11M ﹤0.01%
361,932
+58,117
2958
$3.1M ﹤0.01%
235,839
-8,810
2959
$3.1M ﹤0.01%
129,881
+4,930
2960
$3.1M ﹤0.01%
260,271
+7,376
2961
$3.09M ﹤0.01%
140,986
+48,094
2962
$3.09M ﹤0.01%
97,979
+3,856
2963
$3.08M ﹤0.01%
342,964
+7,682
2964
$3.08M ﹤0.01%
402,549
-254,685
2965
$3.06M ﹤0.01%
176,771
-3,476
2966
$3.06M ﹤0.01%
89,976
-8,596
2967
$3.05M ﹤0.01%
120,947
+9,396
2968
$3.05M ﹤0.01%
92,951
+14,803
2969
$3.04M ﹤0.01%
226,292
+16,174
2970
$3.04M ﹤0.01%
506,476
+162,114
2971
$3.03M ﹤0.01%
90,872
-17,629
2972
$3.02M ﹤0.01%
653,257
+173,401
2973
$3.02M ﹤0.01%
103,375
-52,411
2974
$3.02M ﹤0.01%
134,278
+39,193
2975
$3.01M ﹤0.01%
947,963
+399,893