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
3926
$700K ﹤0.01%
24,879
+2,623
3927
$700K ﹤0.01%
28,133
-5,830
3928
$699K ﹤0.01%
14,234
+1,399
3929
$696K ﹤0.01%
43,147
+39,621
3930
$692K ﹤0.01%
33,472
+2,688
3931
$692K ﹤0.01%
49,639
-12,316
3932
$689K ﹤0.01%
28,280
-111
3933
$688K ﹤0.01%
95,212
-13,346
3934
$687K ﹤0.01%
78,364
-3,344
3935
$685K ﹤0.01%
+213,478
3936
$685K ﹤0.01%
71,078
+1,548
3937
$683K ﹤0.01%
11,160
-7,286
3938
$681K ﹤0.01%
20,113
-13,024
3939
$681K ﹤0.01%
12,705
-12,315
3940
$681K ﹤0.01%
412,018
+96,034
3941
$681K ﹤0.01%
13,971
-936
3942
$680K ﹤0.01%
39,671
-565
3943
$679K ﹤0.01%
94,432
-5,581
3944
$679K ﹤0.01%
28,497
-1,176,430
3945
$679K ﹤0.01%
7,026
+4,270
3946
$678K ﹤0.01%
8,913
-2,478
3947
$678K ﹤0.01%
50,514
-5,644
3948
$677K ﹤0.01%
74,078
-78,502
3949
$676K ﹤0.01%
58,000
-33,547
3950
$676K ﹤0.01%
37,308
+1,177