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
4176
$430K ﹤0.01%
6,426
+1,863
4177
$429K ﹤0.01%
32,951
-1,281
4178
$429K ﹤0.01%
45,868
-67,253
4179
$429K ﹤0.01%
7,365
-4,602
4180
$427K ﹤0.01%
17,396
-517
4181
$426K ﹤0.01%
37,619
-5,142
4182
$426K ﹤0.01%
15,816
+4,890
4183
$424K ﹤0.01%
17,652
-5,058
4184
$423K ﹤0.01%
24,888
-3,214
4185
$423K ﹤0.01%
7,432
+7,322
4186
$423K ﹤0.01%
30,772
+4,516
4187
$423K ﹤0.01%
7,186
+491
4188
$422K ﹤0.01%
22,709
+3,182
4189
$421K ﹤0.01%
44,984
-192,958
4190
$419K ﹤0.01%
36,317
-30
4191
$419K ﹤0.01%
28,382
-8,086
4192
$418K ﹤0.01%
1,171
-1,486
4193
$418K ﹤0.01%
53,606
+50,288
4194
$416K ﹤0.01%
103,735
+23,446
4195
$415K ﹤0.01%
52,958
-3,649
4196
$415K ﹤0.01%
27,496
+4,968
4197
$415K ﹤0.01%
23,186
-2,190
4198
$414K ﹤0.01%
27,729
+1,128
4199
$413K ﹤0.01%
40,593
-3,914
4200
$409K ﹤0.01%
29,641
-206