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
3801
$873K ﹤0.01%
46,451
-7,336
3802
$872K ﹤0.01%
10,846
+3,993
3803
$871K ﹤0.01%
79,515
-18,348
3804
$871K ﹤0.01%
24,110
3805
$870K ﹤0.01%
26,872
+2,580
3806
$870K ﹤0.01%
56,654
-8,719
3807
$868K ﹤0.01%
16,585
-1,110
3808
$865K ﹤0.01%
27,018
-1,414
3809
$862K ﹤0.01%
55,097
+1,201
3810
$861K ﹤0.01%
66,685
-6,068
3811
$861K ﹤0.01%
20,206
-14,550
3812
$861K ﹤0.01%
119,519
-62,046
3813
$860K ﹤0.01%
67,789
+3,879
3814
$850K ﹤0.01%
88,636
-10,583
3815
$850K ﹤0.01%
24,896
3816
$850K ﹤0.01%
13,831
-6,642
3817
$847K ﹤0.01%
92,214
+12,853
3818
$844K ﹤0.01%
21,557
+5,240
3819
$844K ﹤0.01%
77,630
+9,653
3820
$843K ﹤0.01%
49,121
-205,786
3821
$843K ﹤0.01%
59,571
-258,635
3822
$842K ﹤0.01%
5,106
-1,232
3823
$841K ﹤0.01%
32,301
+820
3824
$840K ﹤0.01%
67,071
+12,455
3825
$840K ﹤0.01%
42,197
-32,980