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
4151
$455K ﹤0.01%
66,430
-6,525
4152
$452K ﹤0.01%
63,623
-4,839
4153
$452K ﹤0.01%
15,034
-3,524
4154
$451K ﹤0.01%
32,700
-68,602
4155
$451K ﹤0.01%
27,154
-8,361
4156
$450K ﹤0.01%
22,263
+1,424
4157
$449K ﹤0.01%
20,450
-4,196
4158
$448K ﹤0.01%
22,465
+32
4159
$447K ﹤0.01%
15,199
+11
4160
$446K ﹤0.01%
33,147
+844
4161
$446K ﹤0.01%
10,235
+6,419
4162
$446K ﹤0.01%
38,460
-2,122
4163
$444K ﹤0.01%
11,390
+11,348
4164
$443K ﹤0.01%
18,994
+16,285
4165
$442K ﹤0.01%
29,305
+24,263
4166
$442K ﹤0.01%
96,496
-74,063
4167
$440K ﹤0.01%
22,232
+2,864
4168
$438K ﹤0.01%
42,857
-11,116
4169
$436K ﹤0.01%
45,819
-20,197
4170
$436K ﹤0.01%
23,162
-2,566
4171
$434K ﹤0.01%
20,732
-1,959
4172
$434K ﹤0.01%
6,757
-48,660
4173
$433K ﹤0.01%
36,290
-240
4174
$433K ﹤0.01%
7,742
-328
4175
$430K ﹤0.01%
26,458
+298