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
3101
$2.51M ﹤0.01%
156,549
+3,897
3102
$2.51M ﹤0.01%
501,730
+479,900
3103
$2.51M ﹤0.01%
112,009
-4,569
3104
$2.51M ﹤0.01%
42,877
+31,834
3105
$2.5M ﹤0.01%
141,421
+165
3106
$2.49M ﹤0.01%
34,616
-10,258
3107
$2.48M ﹤0.01%
305,818
-27,692
3108
$2.48M ﹤0.01%
159,146
-1,171
3109
$2.48M ﹤0.01%
+100,000
3110
$2.47M ﹤0.01%
76,562
-3,133
3111
$2.47M ﹤0.01%
356,611
-1,573
3112
$2.47M ﹤0.01%
247,074
+14,441
3113
$2.47M ﹤0.01%
183,115
-4,321
3114
$2.47M ﹤0.01%
159,197
-1,853
3115
$2.46M ﹤0.01%
75,261
-1,765
3116
$2.46M ﹤0.01%
247,038
-28,410
3117
$2.46M ﹤0.01%
+98,318
3118
$2.46M ﹤0.01%
123,592
+15,190
3119
$2.45M ﹤0.01%
160,445
+10,490
3120
$2.45M ﹤0.01%
188,252
-37,096
3121
$2.44M ﹤0.01%
21,794
+1,223
3122
$2.44M ﹤0.01%
47,952
+19,518
3123
$2.44M ﹤0.01%
120,947
+27,173
3124
$2.44M ﹤0.01%
104,662
-28,692
3125
$2.44M ﹤0.01%
243,587
-34,184