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
3076
$2.62M ﹤0.01%
508,420
-120,004
3077
$2.62M ﹤0.01%
116,883
+8,204
3078
$2.62M ﹤0.01%
64,093
-11,593
3079
$2.61M ﹤0.01%
34,855
+25
3080
$2.61M ﹤0.01%
173,485
+8,315
3081
$2.6M ﹤0.01%
219,262
+188,995
3082
$2.6M ﹤0.01%
141,673
+34,186
3083
$2.6M ﹤0.01%
166,098
+10,159
3084
$2.6M ﹤0.01%
109,393
-92,547
3085
$2.6M ﹤0.01%
137,399
+13,537
3086
$2.58M ﹤0.01%
157,104
+113,059
3087
$2.58M ﹤0.01%
185,513
+17,565
3088
$2.58M ﹤0.01%
105,719
-2,404
3089
$2.57M ﹤0.01%
60,305
-24,992
3090
$2.57M ﹤0.01%
49,519
+21,293
3091
$2.56M ﹤0.01%
66,980
+3,297
3092
$2.55M ﹤0.01%
182,511
+3,755
3093
$2.55M ﹤0.01%
169,293
-4,905
3094
$2.54M ﹤0.01%
204,762
+71,122
3095
$2.54M ﹤0.01%
57,161
+24,176
3096
$2.54M ﹤0.01%
178,461
-41,513
3097
$2.53M ﹤0.01%
110,634
+18,384
3098
$2.53M ﹤0.01%
126,814
+105,000
3099
$2.53M ﹤0.01%
175,649
-344,062
3100
$2.52M ﹤0.01%
52,077
+1,755