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
4001
$621K ﹤0.01%
45,133
-1,348
4002
$620K ﹤0.01%
18,932
+10,455
4003
$619K ﹤0.01%
32,700
+5,380
4004
$618K ﹤0.01%
51,521
-26,667
4005
$617K ﹤0.01%
31,454
+511
4006
$617K ﹤0.01%
20,590
+13,625
4007
$616K ﹤0.01%
60,900
+21,100
4008
$615K ﹤0.01%
19,863
+15
4009
$614K ﹤0.01%
163,771
-7,804
4010
$613K ﹤0.01%
25,176
-205
4011
$613K ﹤0.01%
34,302
-2,710
4012
$610K ﹤0.01%
56,271
-5,133
4013
$610K ﹤0.01%
7,826
-1,479
4014
$610K ﹤0.01%
22,354
+3,200
4015
$610K ﹤0.01%
34,799
+12,185
4016
$609K ﹤0.01%
21,390
-4,230
4017
$609K ﹤0.01%
34,007
-11,894
4018
$608K ﹤0.01%
27,991
-2,615
4019
$607K ﹤0.01%
36,511
+3,374
4020
$604K ﹤0.01%
21,570
+5,059
4021
$602K ﹤0.01%
87,916
-8,002
4022
$601K ﹤0.01%
23,811
-2,537
4023
$600K ﹤0.01%
36,657
+36,498
4024
$598K ﹤0.01%
121,491
+5,930
4025
$597K ﹤0.01%
58,561
+2,270