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
4426
$231K ﹤0.01%
16,741
-2,951
4427
$231K ﹤0.01%
11,268
4428
$230K ﹤0.01%
166,799
-128
4429
$229K ﹤0.01%
14,530
-6,050
4430
$229K ﹤0.01%
9,306
-593
4431
$228K ﹤0.01%
13,183
-6,659
4432
$227K ﹤0.01%
+9,942
4433
$227K ﹤0.01%
+6,607
4434
$227K ﹤0.01%
17,540
4435
$224K ﹤0.01%
816
-704
4436
$224K ﹤0.01%
3,410
+6
4437
$223K ﹤0.01%
39,124
-7,360
4438
$222K ﹤0.01%
+10,107
4439
$222K ﹤0.01%
19,126
-1,182
4440
$222K ﹤0.01%
9,887
+5,241
4441
$222K ﹤0.01%
19,461
4442
$222K ﹤0.01%
+10,000
4443
$221K ﹤0.01%
15,002
-1,521
4444
$221K ﹤0.01%
15,140
-625
4445
$220K ﹤0.01%
49,533
-55,320
4446
$219K ﹤0.01%
99,859
-15,304
4447
$219K ﹤0.01%
4,086
+1,016
4448
$217K ﹤0.01%
12,446
-5,828
4449
$217K ﹤0.01%
10,854
-3,665
4450
$217K ﹤0.01%
17,166
+1,880