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
3201
$2.18M ﹤0.01%
137,759
+33,400
3202
$2.18M ﹤0.01%
49,419
+746
3203
$2.18M ﹤0.01%
100,136
-16,759
3204
$2.17M ﹤0.01%
183,878
-182,669
3205
$2.17M ﹤0.01%
14,676
+2,552
3206
$2.17M ﹤0.01%
141,481
-51,796
3207
$2.17M ﹤0.01%
71,005
+1,142
3208
$2.17M ﹤0.01%
55,489
-2,482
3209
$2.17M ﹤0.01%
118,057
+3,137
3210
$2.17M ﹤0.01%
225,304
-11,429
3211
$2.16M ﹤0.01%
122,184
+47,117
3212
$2.16M ﹤0.01%
32,300
+7,280
3213
$2.15M ﹤0.01%
136,455
+32,284
3214
$2.15M ﹤0.01%
22,487
+6,027
3215
$2.15M ﹤0.01%
98,818
-39,808
3216
$2.14M ﹤0.01%
130,486
+1,494
3217
$2.14M ﹤0.01%
122,635
-8,567
3218
$2.13M ﹤0.01%
127,941
-2,186
3219
$2.13M ﹤0.01%
75,441
+69,027
3220
$2.13M ﹤0.01%
386,292
-386,536
3221
$2.13M ﹤0.01%
181,367
-650,836
3222
$2.12M ﹤0.01%
161,786
-75,966
3223
$2.12M ﹤0.01%
141,553
+66,719
3224
$2.12M ﹤0.01%
60,261
+8,732
3225
$2.11M ﹤0.01%
49,484
+9,928