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
3551
$1.34M ﹤0.01%
50,033
+38,614
3552
$1.34M ﹤0.01%
397,251
+12,189
3553
$1.34M ﹤0.01%
74,517
-16,810
3554
$1.34M ﹤0.01%
90,208
-3,715
3555
$1.33M ﹤0.01%
86,265
-1,703
3556
$1.33M ﹤0.01%
31,205
+24,134
3557
$1.33M ﹤0.01%
32,296
-2,582
3558
$1.33M ﹤0.01%
186,324
+77,782
3559
$1.33M ﹤0.01%
81,082
+1,782
3560
$1.32M ﹤0.01%
67,629
-551,889
3561
$1.31M ﹤0.01%
10,338
-2,045
3562
$1.31M ﹤0.01%
36,091
-21
3563
$1.31M ﹤0.01%
99,689
-13,307
3564
$1.31M ﹤0.01%
14,027
-16,805
3565
$1.3M ﹤0.01%
53,165
-192
3566
$1.3M ﹤0.01%
14,264
+521
3567
$1.3M ﹤0.01%
51,750
-7
3568
$1.3M ﹤0.01%
105,572
+2,448
3569
$1.3M ﹤0.01%
42,147
-1,188
3570
$1.3M ﹤0.01%
46,136
-1,042
3571
$1.29M ﹤0.01%
48,662
-640
3572
$1.29M ﹤0.01%
100,617
-63,722
3573
$1.29M ﹤0.01%
75,595
-20,577
3574
$1.29M ﹤0.01%
30,591
-72,616
3575
$1.29M ﹤0.01%
841,905
+598,309