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
3676
$1.08M ﹤0.01%
60,436
-370,203
3677
$1.08M ﹤0.01%
49,353
-645
3678
$1.08M ﹤0.01%
124,229
-3,998
3679
$1.08M ﹤0.01%
10,555
-68
3680
$1.08M ﹤0.01%
49,011
-5,593
3681
$1.08M ﹤0.01%
54,899
+3,944
3682
$1.07M ﹤0.01%
92,999
-4,120
3683
$1.07M ﹤0.01%
48,862
-8,895
3684
$1.07M ﹤0.01%
35,325
-900
3685
$1.07M ﹤0.01%
96,404
-2,496
3686
$1.07M ﹤0.01%
63,089
+29,122
3687
$1.06M ﹤0.01%
19,704
-22,877
3688
$1.06M ﹤0.01%
8,511
-1,682
3689
$1.06M ﹤0.01%
20,264
+20,114
3690
$1.06M ﹤0.01%
40,101
-17,045
3691
$1.06M ﹤0.01%
86,707
-144,778
3692
$1.06M ﹤0.01%
76,365
+22,036
3693
$1.06M ﹤0.01%
62,711
-20,569
3694
$1.06M ﹤0.01%
177,872
+21,979
3695
$1.06M ﹤0.01%
87,311
+74,740
3696
$1.06M ﹤0.01%
31,715
-2,432
3697
$1.06M ﹤0.01%
51,839
-8,796
3698
$1.05M ﹤0.01%
63,041
+20,726
3699
$1.05M ﹤0.01%
297,226
-2,819
3700
$1.05M ﹤0.01%
22,253
-2,703