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
3301
$1.92M ﹤0.01%
75,538
+24,058
3302
$1.92M ﹤0.01%
241,327
-4,338
3303
$1.92M ﹤0.01%
26,608
-71,089
3304
$1.92M ﹤0.01%
132,568
-745
3305
$1.91M ﹤0.01%
4,091
+1,447
3306
$1.91M ﹤0.01%
68,936
+39,492
3307
$1.91M ﹤0.01%
55,271
+4,279
3308
$1.91M ﹤0.01%
160,409
+25,371
3309
$1.91M ﹤0.01%
29,178
+1,740
3310
$1.89M ﹤0.01%
61,326
+3,434
3311
$1.89M ﹤0.01%
37,500
+20,000
3312
$1.88M ﹤0.01%
93,866
-16,196
3313
$1.88M ﹤0.01%
186,343
-7,580
3314
$1.88M ﹤0.01%
88,698
+14,112
3315
$1.87M ﹤0.01%
21,827
-3,787
3316
$1.87M ﹤0.01%
96,054
-37,765
3317
$1.86M ﹤0.01%
36,646
+981
3318
$1.85M ﹤0.01%
27,660
-204
3319
$1.85M ﹤0.01%
124,628
+2,333
3320
$1.84M ﹤0.01%
75,268
-1,069
3321
$1.84M ﹤0.01%
40,637
-253
3322
$1.84M ﹤0.01%
100,674
-83,402
3323
$1.84M ﹤0.01%
94,487
-3,653
3324
$1.84M ﹤0.01%
9,212
-701
3325
$1.84M ﹤0.01%
67,274
+4,348