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
3501
$1.45M ﹤0.01%
28,037
-1,918
3502
$1.44M ﹤0.01%
143,570
+19,121
3503
$1.44M ﹤0.01%
36,223
-2,165
3504
$1.44M ﹤0.01%
148,326
+77,603
3505
$1.44M ﹤0.01%
61,030
+2,121
3506
$1.44M ﹤0.01%
24,802
-5,657
3507
$1.44M ﹤0.01%
73,389
-7,750
3508
$1.43M ﹤0.01%
97,882
+93,185
3509
$1.43M ﹤0.01%
36,911
+91
3510
$1.43M ﹤0.01%
125,488
-48,478
3511
$1.43M ﹤0.01%
29,112
-189,123
3512
$1.43M ﹤0.01%
42,678
-51,842
3513
$1.42M ﹤0.01%
57,671
+548
3514
$1.42M ﹤0.01%
115,233
+61,137
3515
$1.41M ﹤0.01%
39,924
-9,187
3516
$1.41M ﹤0.01%
47,028
+7,856
3517
$1.4M ﹤0.01%
24,350
+4,000
3518
$1.4M ﹤0.01%
70,503
-8,391
3519
$1.4M ﹤0.01%
84,303
-5,345
3520
$1.4M ﹤0.01%
34,815
-16,755
3521
$1.4M ﹤0.01%
109,169
-42,079
3522
$1.4M ﹤0.01%
28,892
-2,786
3523
$1.4M ﹤0.01%
101,998
+5,243
3524
$1.4M ﹤0.01%
43,139
-2,153
3525
$1.39M ﹤0.01%
60,057
+3,895