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
3451
$1.54M ﹤0.01%
83,767
3452
$1.54M ﹤0.01%
25,640
-4,557
3453
$1.53M ﹤0.01%
41,436
+25,974
3454
$1.53M ﹤0.01%
50,646
-1,161
3455
$1.53M ﹤0.01%
39,523
-853
3456
$1.53M ﹤0.01%
31,211
-4,460
3457
$1.52M ﹤0.01%
79,812
-5,029
3458
$1.52M ﹤0.01%
67,350
+17,725
3459
$1.52M ﹤0.01%
111,326
-2,526
3460
$1.51M ﹤0.01%
128,011
-986
3461
$1.51M ﹤0.01%
38,510
-12,475
3462
$1.51M ﹤0.01%
43,422
-783
3463
$1.51M ﹤0.01%
53,746
+41,069
3464
$1.5M ﹤0.01%
47,082
+1,807
3465
$1.5M ﹤0.01%
699,504
-1,624,590
3466
$1.5M ﹤0.01%
220,564
+12,698
3467
$1.5M ﹤0.01%
2,294
3468
$1.5M ﹤0.01%
115,540
+2,810
3469
$1.5M ﹤0.01%
+48,800
3470
$1.5M ﹤0.01%
50,546
+227
3471
$1.5M ﹤0.01%
8,653
+70
3472
$1.5M ﹤0.01%
42,808
-4,483
3473
$1.49M ﹤0.01%
175,096
-23,316
3474
$1.49M ﹤0.01%
7,278
+1,978
3475
$1.49M ﹤0.01%
157,775
+1,331