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
4276
$345K ﹤0.01%
98,481
+2,326
4277
$343K ﹤0.01%
24,539
+8,771
4278
$342K ﹤0.01%
19,478
+996
4279
$342K ﹤0.01%
27,066
-14,408
4280
$340K ﹤0.01%
7,921
+5,641
4281
$340K ﹤0.01%
13,450
-1,793
4282
$338K ﹤0.01%
18,584
-1,182
4283
$337K ﹤0.01%
34,263
-4,758
4284
$337K ﹤0.01%
27,570
-3,827
4285
$336K ﹤0.01%
43,024
+7,500
4286
$335K ﹤0.01%
+12,778
4287
$335K ﹤0.01%
12,755
-11,544
4288
$332K ﹤0.01%
29,897
-1,000
4289
$332K ﹤0.01%
4,490
4290
$331K ﹤0.01%
10,745
-14,547
4291
$330K ﹤0.01%
18,934
-15,633
4292
$329K ﹤0.01%
17,857
-24,006
4293
$328K ﹤0.01%
18,383
+8,164
4294
$328K ﹤0.01%
24,640
+17,537
4295
$327K ﹤0.01%
21,615
+9,598
4296
$325K ﹤0.01%
8,023
+641
4297
$325K ﹤0.01%
31,699
-8,114
4298
$325K ﹤0.01%
13,081
-8,538
4299
$325K ﹤0.01%
7,386
+502
4300
$323K ﹤0.01%
13,231
+6,190