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
4476
$200K ﹤0.01%
2,310
+637
4477
$199K ﹤0.01%
12,462
-2,050
4478
$199K ﹤0.01%
71,889
+6,486
4479
$198K ﹤0.01%
4,239
+91
4480
$198K ﹤0.01%
69,775
+11,900
4481
$198K ﹤0.01%
14,657
+4,407
4482
$198K ﹤0.01%
11,444
+7,904
4483
$197K ﹤0.01%
48,315
+35,729
4484
$197K ﹤0.01%
3,448
+2,858
4485
$197K ﹤0.01%
3,932
+805
4486
$196K ﹤0.01%
11,766
-7,892
4487
$196K ﹤0.01%
2,211
-192
4488
$196K ﹤0.01%
20,486
+1,324
4489
$195K ﹤0.01%
8,170
-604
4490
$194K ﹤0.01%
96,190
-11,957
4491
$194K ﹤0.01%
3,736
-8,075
4492
$194K ﹤0.01%
6,640
4493
$194K ﹤0.01%
6,735
+6,669
4494
$194K ﹤0.01%
8,432
-923
4495
$193K ﹤0.01%
12,335
-2,402
4496
$193K ﹤0.01%
38,539
+27,910
4497
$192K ﹤0.01%
6,934
-2,010
4498
$192K ﹤0.01%
+17,727
4499
$192K ﹤0.01%
7,769
-21,260
4500
$191K ﹤0.01%
6,152
-46