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
3776
$911K ﹤0.01%
+44,729
3777
$910K ﹤0.01%
37,976
-4,767
3778
$910K ﹤0.01%
101,759
+63,543
3779
$910K ﹤0.01%
41,413
+68
3780
$910K ﹤0.01%
60,828
+54,243
3781
$908K ﹤0.01%
40,467
-4,330
3782
$907K ﹤0.01%
23,833
-1,059
3783
$905K ﹤0.01%
71,119
+1,845
3784
$903K ﹤0.01%
120,202
+9,175
3785
$902K ﹤0.01%
8,898
+4,052
3786
$902K ﹤0.01%
25,062
-183
3787
$902K ﹤0.01%
18,339
-2,679
3788
$902K ﹤0.01%
48,443
-8,560
3789
$901K ﹤0.01%
17,273
+3,852
3790
$899K ﹤0.01%
12,822
+1,213
3791
$899K ﹤0.01%
+16,902
3792
$897K ﹤0.01%
36,629
+13,177
3793
$889K ﹤0.01%
48,818
-4,977
3794
$886K ﹤0.01%
22,771
+15,281
3795
$886K ﹤0.01%
46,493
-19,288
3796
$884K ﹤0.01%
89,647
+38,847
3797
$882K ﹤0.01%
23,324
-2,917
3798
$881K ﹤0.01%
22,270
-4,342
3799
$880K ﹤0.01%
49,737
-4,336
3800
$875K ﹤0.01%
48,035
-984