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
4251
$367K ﹤0.01%
33,761
-5,847
4252
$366K ﹤0.01%
13,930
+9,293
4253
$366K ﹤0.01%
38,884
-16,572
4254
$363K ﹤0.01%
70,324
+84
4255
$362K ﹤0.01%
14,522
+13,794
4256
$361K ﹤0.01%
141,393
+41,482
4257
$361K ﹤0.01%
43,813
-5,561
4258
$360K ﹤0.01%
21,178
-16,322
4259
$359K ﹤0.01%
1,994
-15,946
4260
$359K ﹤0.01%
13,366
+250
4261
$357K ﹤0.01%
14,956
-11,051
4262
$357K ﹤0.01%
85,440
-22,326
4263
$357K ﹤0.01%
113,411
+50,329
4264
$356K ﹤0.01%
22,540
+1,270
4265
$355K ﹤0.01%
19,759
+14,828
4266
$354K ﹤0.01%
25,716
-6,867
4267
$353K ﹤0.01%
81,959
-1,948
4268
$352K ﹤0.01%
31,690
+524
4269
$351K ﹤0.01%
72,511
-8,982
4270
$350K ﹤0.01%
+26,812
4271
$349K ﹤0.01%
34,434
-666
4272
$349K ﹤0.01%
27,055
+1,485
4273
$348K ﹤0.01%
11,195
-105
4274
$347K ﹤0.01%
10,724
+198
4275
$347K ﹤0.01%
202,895
+202,553