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
3726
$994K ﹤0.01%
91,957
+4,123
3727
$992K ﹤0.01%
123,795
+23,618
3728
$990K ﹤0.01%
29,976
+2,014
3729
$990K ﹤0.01%
372,337
+153,863
3730
$989K ﹤0.01%
74,979
+1,827
3731
$988K ﹤0.01%
43,287
-9,950
3732
$987K ﹤0.01%
19,118
+1,868
3733
$986K ﹤0.01%
77,347
+14,039
3734
$983K ﹤0.01%
7,280
-2,756
3735
$982K ﹤0.01%
25,534
+3,362
3736
$981K ﹤0.01%
32,556
+5,466
3737
$980K ﹤0.01%
26,308
-42,546
3738
$979K ﹤0.01%
39,094
-5,022
3739
$978K ﹤0.01%
21,734
+1,535
3740
$976K ﹤0.01%
21,099
-7,749
3741
$976K ﹤0.01%
15,938
-156
3742
$974K ﹤0.01%
30,378
+24,942
3743
$973K ﹤0.01%
54,472
-14,603
3744
$967K ﹤0.01%
38,535
-9,406
3745
$966K ﹤0.01%
35,498
-159
3746
$964K ﹤0.01%
75,012
-19,328
3747
$962K ﹤0.01%
66,659
-3,899
3748
$959K ﹤0.01%
54,497
-3,308
3749
$957K ﹤0.01%
55,031
+1,013
3750
$956K ﹤0.01%
66,492
+8,538