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
3376
$1.72M ﹤0.01%
63,095
-124,778
3377
$1.71M ﹤0.01%
55,152
+2,488
3378
$1.71M ﹤0.01%
70,090
+3,529
3379
$1.71M ﹤0.01%
56,082
+1,182
3380
$1.71M ﹤0.01%
35,670
-72,654
3381
$1.7M ﹤0.01%
67,569
+14,212
3382
$1.7M ﹤0.01%
87,729
+55,602
3383
$1.7M ﹤0.01%
35,955
-773
3384
$1.69M ﹤0.01%
65,969
+5,120
3385
$1.69M ﹤0.01%
271,654
+107,555
3386
$1.69M ﹤0.01%
62,247
+3,751
3387
$1.69M ﹤0.01%
200,249
-40,154
3388
$1.69M ﹤0.01%
53,155
+8,506
3389
$1.69M ﹤0.01%
128,575
-13,696
3390
$1.69M ﹤0.01%
35,564
+30,406
3391
$1.69M ﹤0.01%
15,187
-56
3392
$1.68M ﹤0.01%
66,025
+5,280
3393
$1.68M ﹤0.01%
24,559
-3,998
3394
$1.67M ﹤0.01%
85,313
-5,804
3395
$1.67M ﹤0.01%
60,006
+8,919
3396
$1.67M ﹤0.01%
5,210
-2,321
3397
$1.66M ﹤0.01%
107,590
+3,170
3398
$1.66M ﹤0.01%
41,910
+27,451
3399
$1.66M ﹤0.01%
19,385
-1,768
3400
$1.66M ﹤0.01%
62,407
+15,265