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
4376
$263K ﹤0.01%
16,238
-1,374
4377
$263K ﹤0.01%
34,269
+2,626
4378
$260K ﹤0.01%
51,936
+11,243
4379
$260K ﹤0.01%
10,000
4380
$259K ﹤0.01%
+8,931
4381
$258K ﹤0.01%
1,507
+1,345
4382
$257K ﹤0.01%
5,466
-2,208
4383
$257K ﹤0.01%
1,415
+16
4384
$257K ﹤0.01%
13,225
-16,338
4385
$256K ﹤0.01%
9,681
-61,168
4386
$256K ﹤0.01%
6,922
-2,020
4387
$256K ﹤0.01%
8,050
-6,971
4388
$256K ﹤0.01%
17,166
+11,516
4389
$256K ﹤0.01%
5,278
-21,274
4390
$255K ﹤0.01%
13,106
-47
4391
$255K ﹤0.01%
79,758
4392
$254K ﹤0.01%
61,044
+2,042
4393
$254K ﹤0.01%
13,618
+3,240
4394
$254K ﹤0.01%
7,398
+4,103
4395
$253K ﹤0.01%
7,498
-135
4396
$253K ﹤0.01%
14,613
-12,232
4397
$250K ﹤0.01%
9,965
+4,442
4398
$250K ﹤0.01%
16,420
+15,050
4399
$250K ﹤0.01%
8,364
+780
4400
$249K ﹤0.01%
20,876
+2,047