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
4301
$322K ﹤0.01%
15,888
+548
4302
$322K ﹤0.01%
28,527
-12,426
4303
$321K ﹤0.01%
54,740
+54,643
4304
$321K ﹤0.01%
29,576
-193
4305
$319K ﹤0.01%
48,186
-4,703
4306
$318K ﹤0.01%
52,556
-10,404
4307
$317K ﹤0.01%
12,727
-5,361
4308
$315K ﹤0.01%
31,227
-24,815
4309
$315K ﹤0.01%
8,113
+2,697
4310
$311K ﹤0.01%
14,128
+373
4311
$310K ﹤0.01%
11,779
-139,920
4312
$309K ﹤0.01%
33,264
-1,894
4313
$309K ﹤0.01%
26,613
-60,301
4314
$309K ﹤0.01%
12,880
+4,317
4315
$308K ﹤0.01%
108,264
+7,625
4316
$307K ﹤0.01%
10,483
-4,100
4317
$306K ﹤0.01%
152,738
+559
4318
$305K ﹤0.01%
4,460
-7,018
4319
$304K ﹤0.01%
10,684
+2,680
4320
$304K ﹤0.01%
1,993
+109
4321
$303K ﹤0.01%
5,124
+2,979
4322
$303K ﹤0.01%
53,632
+15,395
4323
$302K ﹤0.01%
5,038
4324
$302K ﹤0.01%
64
4325
$302K ﹤0.01%
12,410
+8,832