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
3601
$1.24M ﹤0.01%
61,596
-12,253
3602
$1.24M ﹤0.01%
16,746
-15,200
3603
$1.24M ﹤0.01%
+38,294
3604
$1.24M ﹤0.01%
75,871
+3,624
3605
$1.23M ﹤0.01%
26,398
-8,006
3606
$1.23M ﹤0.01%
46,559
-6,679
3607
$1.23M ﹤0.01%
32,751
+672
3608
$1.23M ﹤0.01%
28,721
-4,621
3609
$1.23M ﹤0.01%
26,525
-6,700
3610
$1.22M ﹤0.01%
45,188
+501
3611
$1.22M ﹤0.01%
71,131
-3,487
3612
$1.22M ﹤0.01%
26,546
-1,100
3613
$1.22M ﹤0.01%
59,438
+16,892
3614
$1.22M ﹤0.01%
26,151
-2,687
3615
$1.21M ﹤0.01%
75,297
+3,472
3616
$1.21M ﹤0.01%
30,394
-48,427
3617
$1.21M ﹤0.01%
166,879
+159,328
3618
$1.21M ﹤0.01%
161,265
-12,715
3619
$1.2M ﹤0.01%
55,276
-1,325
3620
$1.2M ﹤0.01%
76,151
-10,311
3621
$1.2M ﹤0.01%
93,282
-66,640
3622
$1.2M ﹤0.01%
38,757
-4,953
3623
$1.2M ﹤0.01%
255,636
+16,720
3624
$1.19M ﹤0.01%
33,114
-40,753
3625
$1.19M ﹤0.01%
105,858
-19,509