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
3951
$675K ﹤0.01%
16,570
+8,903
3952
$675K ﹤0.01%
31,212
-212
3953
$674K ﹤0.01%
27,850
+5,518
3954
$674K ﹤0.01%
75,174
-18,903
3955
$671K ﹤0.01%
18,513
+2,858
3956
$671K ﹤0.01%
27,503
+2,456
3957
$670K ﹤0.01%
37,284
-4,237
3958
$670K ﹤0.01%
38,896
-66,160
3959
$668K ﹤0.01%
66,120
+44,789
3960
$665K ﹤0.01%
42,066
-4,566
3961
$665K ﹤0.01%
28,704
-3,016
3962
$664K ﹤0.01%
10,904
+8,676
3963
$663K ﹤0.01%
8,864
-910
3964
$662K ﹤0.01%
55,687
+1,651
3965
$662K ﹤0.01%
6,427
-1,433
3966
$662K ﹤0.01%
+55,000
3967
$660K ﹤0.01%
109,996
+35,402
3968
$658K ﹤0.01%
2,469
-347
3969
$658K ﹤0.01%
35,485
+5,648
3970
$657K ﹤0.01%
21,535
-8,710
3971
$655K ﹤0.01%
35,594
-5,970
3972
$652K ﹤0.01%
58,642
-64,255
3973
$651K ﹤0.01%
38,086
+2,465
3974
$649K ﹤0.01%
54,951
-3,452
3975
$648K ﹤0.01%
25,814
-52,080