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
3851
$802K ﹤0.01%
23,266
-1,712
3852
$802K ﹤0.01%
57,098
+2,014
3853
$801K ﹤0.01%
129,108
+26,958
3854
$800K ﹤0.01%
28,650
+462
3855
$799K ﹤0.01%
26,444
-2,734
3856
$798K ﹤0.01%
38,656
-27,377
3857
$798K ﹤0.01%
543
-10
3858
$797K ﹤0.01%
26,764
-7,148
3859
$796K ﹤0.01%
41,540
-5,289
3860
$796K ﹤0.01%
49,014
+41,975
3861
$793K ﹤0.01%
11,480
-479
3862
$792K ﹤0.01%
57,767
-4,992
3863
$792K ﹤0.01%
58,895
+14,662
3864
$789K ﹤0.01%
90,133
-5,317
3865
$786K ﹤0.01%
214,740
-8,558
3866
$785K ﹤0.01%
47,047
-4,998
3867
$784K ﹤0.01%
25,185
-149,920
3868
$782K ﹤0.01%
64,291
+5,311
3869
$781K ﹤0.01%
90,326
+22,573
3870
$775K ﹤0.01%
66,123
+429
3871
$773K ﹤0.01%
26,629
-2,266
3872
$770K ﹤0.01%
10,037
+1,990
3873
$768K ﹤0.01%
20,239
-4,557
3874
$766K ﹤0.01%
15,414
-2,597
3875
$765K ﹤0.01%
74,428
-4,015