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
3351
$1.76M ﹤0.01%
5,025
-201
3352
$1.76M ﹤0.01%
88,990
+13,037
3353
$1.76M ﹤0.01%
50,748
+774
3354
$1.75M ﹤0.01%
31,628
-2,751
3355
$1.75M ﹤0.01%
66,366
+316
3356
$1.75M ﹤0.01%
31,564
-668
3357
$1.75M ﹤0.01%
114,959
+4,212
3358
$1.75M ﹤0.01%
39,712
-4,181
3359
$1.75M ﹤0.01%
47,267
-21,396
3360
$1.75M ﹤0.01%
148,997
-9,107
3361
$1.75M ﹤0.01%
113,099
+1,049
3362
$1.74M ﹤0.01%
29,930
-4,724
3363
$1.73M ﹤0.01%
96,309
-19,068
3364
$1.73M ﹤0.01%
82,149
+22,525
3365
$1.73M ﹤0.01%
260,418
-25,750
3366
$1.73M ﹤0.01%
29,986
+8,653
3367
$1.73M ﹤0.01%
149,875
-25,815
3368
$1.73M ﹤0.01%
298,583
-25,784
3369
$1.73M ﹤0.01%
52,818
+13,638
3370
$1.73M ﹤0.01%
58,005
-1,870
3371
$1.73M ﹤0.01%
82,557
-3,517
3372
$1.72M ﹤0.01%
43,293
+13,336
3373
$1.72M ﹤0.01%
230,939
-811
3374
$1.72M ﹤0.01%
117,351
-3,836
3375
$1.72M ﹤0.01%
52,959
+21,966