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
3426
$1.6M ﹤0.01%
33,878
-4,593
3427
$1.6M ﹤0.01%
56,846
+19,396
3428
$1.6M ﹤0.01%
119,162
+20,071
3429
$1.59M ﹤0.01%
72,896
-2,267
3430
$1.59M ﹤0.01%
36,128
+197
3431
$1.58M ﹤0.01%
127,043
-1,061
3432
$1.58M ﹤0.01%
31,081
+17,945
3433
$1.58M ﹤0.01%
+88,549
3434
$1.58M ﹤0.01%
293,680
-6,085
3435
$1.58M ﹤0.01%
63,306
-18,379
3436
$1.58M ﹤0.01%
156,680
+22,652
3437
$1.57M ﹤0.01%
20,893
-10,153
3438
$1.57M ﹤0.01%
41,215
-2,962
3439
$1.57M ﹤0.01%
54,179
+50,335
3440
$1.57M ﹤0.01%
114,792
+5,774
3441
$1.57M ﹤0.01%
24,128
-16,233
3442
$1.56M ﹤0.01%
107,867
-2,691
3443
$1.56M ﹤0.01%
29,854
-8,268
3444
$1.56M ﹤0.01%
103,311
+18,242
3445
$1.56M ﹤0.01%
189,877
-171,548
3446
$1.55M ﹤0.01%
78,398
-12,745
3447
$1.55M ﹤0.01%
41,569
+2,410
3448
$1.55M ﹤0.01%
96,511
+5,264
3449
$1.54M ﹤0.01%
49,072
+3,172
3450
$1.54M ﹤0.01%
58,037
-685