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
3876
$765K ﹤0.01%
21,071
-2,244
3877
$763K ﹤0.01%
9,922
-5,998
3878
$762K ﹤0.01%
12,576
-2
3879
$760K ﹤0.01%
11,722
-612
3880
$759K ﹤0.01%
18,223
-35,428
3881
$756K ﹤0.01%
75,311
+64,461
3882
$755K ﹤0.01%
52,107
+1,780
3883
$754K ﹤0.01%
77,709
-1,760
3884
$753K ﹤0.01%
69,422
-575,502
3885
$753K ﹤0.01%
59,850
+2,595
3886
$751K ﹤0.01%
51,244
+121
3887
$750K ﹤0.01%
34,473
-60,390
3888
$749K ﹤0.01%
20,818
-32,656
3889
$748K ﹤0.01%
40,420
-595,189
3890
$746K ﹤0.01%
17,606
+1,502
3891
$746K ﹤0.01%
69,060
+66,762
3892
$742K ﹤0.01%
15,809
+2,102
3893
$742K ﹤0.01%
5,652
+555
3894
$741K ﹤0.01%
123
-26
3895
$739K ﹤0.01%
38,395
+173
3896
$737K ﹤0.01%
70,453
-3,206
3897
$736K ﹤0.01%
39,872
-14,965
3898
$735K ﹤0.01%
22,814
-32,066
3899
$734K ﹤0.01%
46,182
-727
3900
$733K ﹤0.01%
21,864
-15,196