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
3151
$2.36M ﹤0.01%
62,400
+1,608
3152
$2.36M ﹤0.01%
96,302
-30,366
3153
$2.35M ﹤0.01%
119,543
+31,203
3154
$2.35M ﹤0.01%
50,225
-1,187
3155
$2.35M ﹤0.01%
18,779
-5,773
3156
$2.34M ﹤0.01%
63,527
-11,547
3157
$2.34M ﹤0.01%
797,603
+452,495
3158
$2.34M ﹤0.01%
50,240
-3,372
3159
$2.33M ﹤0.01%
223,865
-20,332
3160
$2.33M ﹤0.01%
118,006
-28,617
3161
$2.33M ﹤0.01%
101,401
+46,123
3162
$2.33M ﹤0.01%
133,066
+10,371
3163
$2.33M ﹤0.01%
85,776
+83,735
3164
$2.33M ﹤0.01%
36,112
-2,820
3165
$2.32M ﹤0.01%
102,881
-149,411
3166
$2.32M ﹤0.01%
69,825
-294
3167
$2.31M ﹤0.01%
55,787
+2,189
3168
$2.31M ﹤0.01%
82,578
-311,523
3169
$2.3M ﹤0.01%
137,700
+113,237
3170
$2.3M ﹤0.01%
111,806
-67,530
3171
$2.3M ﹤0.01%
173,923
+8,946
3172
$2.3M ﹤0.01%
3,834
-24
3173
$2.29M ﹤0.01%
+86,032
3174
$2.29M ﹤0.01%
52,799
+6,567
3175
$2.28M ﹤0.01%
63,675
-6,861