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
3751
$956K ﹤0.01%
63,224
-6,179
3752
$952K ﹤0.01%
18,976
+2,211
3753
$951K ﹤0.01%
40,215
-2,311
3754
$949K ﹤0.01%
49,037
-1,228
3755
$946K ﹤0.01%
118,271
-146,755
3756
$946K ﹤0.01%
17,558
-21,398
3757
$944K ﹤0.01%
97,213
+35,044
3758
$942K ﹤0.01%
459,483
+177,453
3759
$937K ﹤0.01%
68,352
+6,084
3760
$937K ﹤0.01%
65,280
+46,972
3761
$936K ﹤0.01%
10,249
+4,865
3762
$934K ﹤0.01%
62,552
+275
3763
$931K ﹤0.01%
136,864
-5,183
3764
$926K ﹤0.01%
18,307
-3,824
3765
$924K ﹤0.01%
89,784
+69,358
3766
$923K ﹤0.01%
93,560
+48,876
3767
$918K ﹤0.01%
26,745
-16,561
3768
$918K ﹤0.01%
36,162
+25,812
3769
$916K ﹤0.01%
52,209
-3,274
3770
$915K ﹤0.01%
72,443
+2,842
3771
$915K ﹤0.01%
73,998
+4,182
3772
$913K ﹤0.01%
18,882
+575
3773
$913K ﹤0.01%
135,020
+5,772
3774
$912K ﹤0.01%
36,157
+5,944
3775
$912K ﹤0.01%
6,527
+221