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
4401
$249K ﹤0.01%
13,143
-1,807
4402
$249K ﹤0.01%
+20,461
4403
$248K ﹤0.01%
6,249
+69
4404
$246K ﹤0.01%
6,355
+76
4405
$246K ﹤0.01%
10,168
-925
4406
$245K ﹤0.01%
5,030
4407
$244K ﹤0.01%
100,077
-145,552
4408
$244K ﹤0.01%
28,000
-2,500
4409
$242K ﹤0.01%
134,277
-7,491
4410
$242K ﹤0.01%
17,371
-14
4411
$241K ﹤0.01%
5,245
+206
4412
$240K ﹤0.01%
12,964
+3,308
4413
$240K ﹤0.01%
14,084
-2,802
4414
$239K ﹤0.01%
23,789
-2,424
4415
$239K ﹤0.01%
24,817
-5,500
4416
$238K ﹤0.01%
20,000
4417
$237K ﹤0.01%
25,000
4418
$236K ﹤0.01%
16,222
+1,224
4419
$236K ﹤0.01%
14,257
+2,853
4420
$236K ﹤0.01%
18,650
-26,123
4421
$236K ﹤0.01%
10,745
+10,050
4422
$235K ﹤0.01%
17,722
+2,526
4423
$234K ﹤0.01%
9,129
+575
4424
$233K ﹤0.01%
17,673
-11,345
4425
$233K ﹤0.01%
11,970
-2,120