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
4226
$388K ﹤0.01%
28,378
-363
4227
$387K ﹤0.01%
28,245
-2,609
4228
$386K ﹤0.01%
32,837
-206
4229
$385K ﹤0.01%
61,141
+60,999
4230
$384K ﹤0.01%
13,417
-2,821
4231
$383K ﹤0.01%
4,789
-3,387
4232
$382K ﹤0.01%
83,089
-26
4233
$382K ﹤0.01%
8,744
+217
4234
$381K ﹤0.01%
7,289
-32,410
4235
$381K ﹤0.01%
41,423
-1,370
4236
$380K ﹤0.01%
25,946
+2,087
4237
$379K ﹤0.01%
12,074
+3,435
4238
$379K ﹤0.01%
120,296
-4,656
4239
$379K ﹤0.01%
14,699
+6,566
4240
$378K ﹤0.01%
9,969
-91,060
4241
$378K ﹤0.01%
27,753
-10,366
4242
$377K ﹤0.01%
26,817
-1,439
4243
$375K ﹤0.01%
35,910
-5,922
4244
$373K ﹤0.01%
25,751
-4,558
4245
$373K ﹤0.01%
22,255
+978
4246
$371K ﹤0.01%
10,666
-703
4247
$370K ﹤0.01%
10,470
-1,273
4248
$369K ﹤0.01%
27,120
-55,189
4249
$368K ﹤0.01%
+255,914
4250
$367K ﹤0.01%
26,269
+2,000