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
3701
$1.05M ﹤0.01%
59,501
+11,612
3702
$1.05M ﹤0.01%
58,495
+56,325
3703
$1.05M ﹤0.01%
30,090
-8,473
3704
$1.05M ﹤0.01%
30,500
3705
$1.04M ﹤0.01%
63,921
+6,337
3706
$1.04M ﹤0.01%
52,782
+1,402
3707
$1.04M ﹤0.01%
54,967
-11,312
3708
$1.03M ﹤0.01%
135,507
+37,860
3709
$1.03M ﹤0.01%
47,213
-4,874
3710
$1.03M ﹤0.01%
226,617
-2,923
3711
$1.03M ﹤0.01%
323,941
-11,834
3712
$1.03M ﹤0.01%
41,285
-28,326
3713
$1.02M ﹤0.01%
521,260
3714
$1.02M ﹤0.01%
164,576
3715
$1.02M ﹤0.01%
36,075
-2,314
3716
$1.02M ﹤0.01%
149,136
-96,224
3717
$1.01M ﹤0.01%
54,242
-17,412
3718
$1.01M ﹤0.01%
19,898
+19,691
3719
$1.01M ﹤0.01%
57,595
+8,458
3720
$1.01M ﹤0.01%
8,659
+2,810
3721
$1M ﹤0.01%
72,497
-4,570
3722
$1M ﹤0.01%
17,652
-187
3723
$997K ﹤0.01%
20,218
-3,077
3724
$996K ﹤0.01%
56,411
+2,507
3725
$994K ﹤0.01%
159,078
+116,594