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
4126
$481K ﹤0.01%
17,390
-6,771
4127
$479K ﹤0.01%
27,946
-5,858
4128
$479K ﹤0.01%
19,432
+3,590
4129
$477K ﹤0.01%
55,758
-3,426
4130
$472K ﹤0.01%
38,510
-11,316
4131
$471K ﹤0.01%
731
-243
4132
$469K ﹤0.01%
42,525
+13,940
4133
$468K ﹤0.01%
29,865
-22,194
4134
$468K ﹤0.01%
127,511
+1
4135
$468K ﹤0.01%
22,667
4136
$466K ﹤0.01%
7,786
-891
4137
$466K ﹤0.01%
24,956
+4,536
4138
$466K ﹤0.01%
57,789
-5,826
4139
$464K ﹤0.01%
17,117
+16,267
4140
$463K ﹤0.01%
20,098
-4,983
4141
$463K ﹤0.01%
36,121
-91,809
4142
$463K ﹤0.01%
30,702
+16,141
4143
$461K ﹤0.01%
77,028
-7,211
4144
$461K ﹤0.01%
25,619
-590
4145
$460K ﹤0.01%
39,291
-17,974
4146
$460K ﹤0.01%
100,668
+43,536
4147
$458K ﹤0.01%
98,192
+22,851
4148
$458K ﹤0.01%
169,478
-1,637
4149
$457K ﹤0.01%
42,153
+32,207
4150
$456K ﹤0.01%
19,030
-292