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
4451
$216K ﹤0.01%
15,745
+2,397
4452
$215K ﹤0.01%
14,022
4453
$215K ﹤0.01%
21,673
-68,106
4454
$215K ﹤0.01%
16,076
-1,235
4455
$214K ﹤0.01%
126,814
-2,829
4456
$214K ﹤0.01%
11,479
4457
$214K ﹤0.01%
4,282
-3,780
4458
$212K ﹤0.01%
1,100
-259
4459
$211K ﹤0.01%
2,708
-1,407
4460
$210K ﹤0.01%
20,792
-2,911
4461
$209K ﹤0.01%
9,872
-11,041
4462
$207K ﹤0.01%
4,318
-1,656
4463
$207K ﹤0.01%
14,076
+1,406
4464
$204K ﹤0.01%
9,682
-6,517
4465
$204K ﹤0.01%
11,211
-144,375
4466
$204K ﹤0.01%
32,123
-8,556
4467
$203K ﹤0.01%
1,517
+142
4468
$202K ﹤0.01%
365
-85
4469
$202K ﹤0.01%
13,678
-2,083
4470
$202K ﹤0.01%
26,500
+5,000
4471
$202K ﹤0.01%
13,547
+948
4472
$202K ﹤0.01%
20,499
+562
4473
$202K ﹤0.01%
41,516
-154,634
4474
$201K ﹤0.01%
4,997
-17,451
4475
$201K ﹤0.01%
3,056
+772