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
3176
$2.28M ﹤0.01%
75,913
-123,250
3177
$2.26M ﹤0.01%
73,349
-43,320
3178
$2.25M ﹤0.01%
100,197
+2,239
3179
$2.25M ﹤0.01%
45,038
+3,316
3180
$2.24M ﹤0.01%
51,821
-114,226
3181
$2.23M ﹤0.01%
180,748
-640
3182
$2.23M ﹤0.01%
49,888
+3,009
3183
$2.23M ﹤0.01%
95,792
-60,923
3184
$2.23M ﹤0.01%
78,090
+5,568
3185
$2.23M ﹤0.01%
92,827
-32,658
3186
$2.23M ﹤0.01%
229,454
-57,315
3187
$2.22M ﹤0.01%
102,367
-3,618
3188
$2.22M ﹤0.01%
482,929
-47,245
3189
$2.21M ﹤0.01%
90,089
-56,410
3190
$2.21M ﹤0.01%
172,000
3191
$2.21M ﹤0.01%
57,411
-150,933
3192
$2.21M ﹤0.01%
77,440
-1,224
3193
$2.21M ﹤0.01%
220,611
-45,630
3194
$2.21M ﹤0.01%
126,336
+32,408
3195
$2.2M ﹤0.01%
105,778
-2,000
3196
$2.2M ﹤0.01%
144,817
-3,276
3197
$2.19M ﹤0.01%
326,510
-13,702
3198
$2.19M ﹤0.01%
77,026
+23,211
3199
$2.19M ﹤0.01%
88,471
+7,821
3200
$2.19M ﹤0.01%
43,835
-7,848