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
3001
$2.9M ﹤0.01%
36,845
+12,036
3002
$2.9M ﹤0.01%
164,700
-41,325
3003
$2.9M ﹤0.01%
154,577
-127,617
3004
$2.89M ﹤0.01%
207,411
+30
3005
$2.88M ﹤0.01%
229,382
-20,645
3006
$2.88M ﹤0.01%
118,768
+43,307
3007
$2.86M ﹤0.01%
104,782
-2,378
3008
$2.86M ﹤0.01%
64,643
+5,442
3009
$2.86M ﹤0.01%
331,717
+26,369
3010
$2.86M ﹤0.01%
1,024,228
-43,597
3011
$2.85M ﹤0.01%
87,874
+8,605
3012
$2.85M ﹤0.01%
98,605
+42,583
3013
$2.85M ﹤0.01%
63,273
+12,667
3014
$2.85M ﹤0.01%
42,886
+1,776
3015
$2.83M ﹤0.01%
114,673
-18,961
3016
$2.83M ﹤0.01%
89,264
-40,687
3017
$2.83M ﹤0.01%
66,990
+33,485
3018
$2.83M ﹤0.01%
77,900
-16,386
3019
$2.82M ﹤0.01%
37,548
+5,657
3020
$2.82M ﹤0.01%
112,221
+36,754
3021
$2.81M ﹤0.01%
209,091
+186,958
3022
$2.81M ﹤0.01%
132,870
+36,288
3023
$2.81M ﹤0.01%
183,742
+3,796
3024
$2.81M ﹤0.01%
98,863
-7,363
3025
$2.8M ﹤0.01%
111,698
-25,048