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
3226
$2.11M ﹤0.01%
86,201
+10,090
3227
$2.11M ﹤0.01%
43,293
-22,516
3228
$2.11M ﹤0.01%
146,981
+29,507
3229
$2.11M ﹤0.01%
80,103
+29,448
3230
$2.1M ﹤0.01%
90,331
+19,900
3231
$2.1M ﹤0.01%
444,137
-36,278
3232
$2.1M ﹤0.01%
284,899
-13,401
3233
$2.1M ﹤0.01%
49,331
+7,773
3234
$2.09M ﹤0.01%
149,603
+7,285
3235
$2.09M ﹤0.01%
104,975
+13,820
3236
$2.09M ﹤0.01%
79,756
-14,871
3237
$2.09M ﹤0.01%
61,491
-47,389
3238
$2.08M ﹤0.01%
77,488
+15,516
3239
$2.07M ﹤0.01%
106,998
+9,578
3240
$2.07M ﹤0.01%
26,926
-9,444
3241
$2.06M ﹤0.01%
77,849
-75,595
3242
$2.05M ﹤0.01%
210,228
-10,325
3243
$2.05M ﹤0.01%
105,321
-13,394
3244
$2.05M ﹤0.01%
137,954
-2,796
3245
$2.05M ﹤0.01%
48,149
+95
3246
$2.04M ﹤0.01%
155,946
-1,962
3247
$2.04M ﹤0.01%
75,497
-28,924
3248
$2.04M ﹤0.01%
67,579
+11,562
3249
$2.03M ﹤0.01%
69,206
+18,638
3250
$2.03M ﹤0.01%
68,922
+1,640