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
3051
$2.73M ﹤0.01%
231,840
-1,802,498
3052
$2.72M ﹤0.01%
+100,000
3053
$2.72M ﹤0.01%
18,976
+1,380
3054
$2.72M ﹤0.01%
82,130
+81,697
3055
$2.72M ﹤0.01%
157,102
+51,272
3056
$2.71M ﹤0.01%
179,228
+7,023
3057
$2.71M ﹤0.01%
26,156
-19,994
3058
$2.71M ﹤0.01%
150,537
+70,991
3059
$2.71M ﹤0.01%
171,757
+118,898
3060
$2.71M ﹤0.01%
42,377
+6,938
3061
$2.7M ﹤0.01%
83,455
-2,267
3062
$2.69M ﹤0.01%
51,470
-5,571
3063
$2.69M ﹤0.01%
96,693
+43,974
3064
$2.68M ﹤0.01%
98,185
+967
3065
$2.68M ﹤0.01%
78,907
-3,647
3066
$2.67M ﹤0.01%
48,854
+29,714
3067
$2.67M ﹤0.01%
+102,008
3068
$2.67M ﹤0.01%
60,403
+14,477
3069
$2.66M ﹤0.01%
+100,000
3070
$2.65M ﹤0.01%
44,682
+14,950
3071
$2.64M ﹤0.01%
87,542
+1,645
3072
$2.64M ﹤0.01%
316,169
+8,287
3073
$2.63M ﹤0.01%
19,205
-3,491
3074
$2.63M ﹤0.01%
54,578
-2,592
3075
$2.62M ﹤0.01%
74,504
+8,087