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
3251
$2.03M ﹤0.01%
175,088
-20,576
3252
$2.03M ﹤0.01%
101,345
-25,685
3253
$2.03M ﹤0.01%
19,060
-8,198
3254
$2.02M ﹤0.01%
60,518
+7,198
3255
$2.02M ﹤0.01%
82,794
+1,557
3256
$2.02M ﹤0.01%
100,075
+19,342
3257
$2.02M ﹤0.01%
118,084
+40,191
3258
$2.02M ﹤0.01%
79,386
-226,292
3259
$2.02M ﹤0.01%
16,059
+1,485
3260
$2.02M ﹤0.01%
9,076
-7,799
3261
$2.01M ﹤0.01%
29,661
-4,997
3262
$2.01M ﹤0.01%
158,026
-19,984
3263
$2.01M ﹤0.01%
48,362
-2,991
3264
$2M ﹤0.01%
88,348
+82,822
3265
$2M ﹤0.01%
77,302
+5,100
3266
$2M ﹤0.01%
70,512
-904
3267
$1.99M ﹤0.01%
13,171
-21,284
3268
$1.99M ﹤0.01%
15,359
-2,788
3269
$1.98M ﹤0.01%
75,533
-3,723
3270
$1.98M ﹤0.01%
181,917
+26,073
3271
$1.98M ﹤0.01%
92,118
+16,750
3272
$1.98M ﹤0.01%
148,865
-23,150
3273
$1.98M ﹤0.01%
90,423
-19,346
3274
$1.98M ﹤0.01%
38,970
-2,130
3275
$1.97M ﹤0.01%
107,739
-34,646