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
4501
$189K ﹤0.01%
6,384
+48
4502
$189K ﹤0.01%
32,839
+7,827
4503
$189K ﹤0.01%
29,694
-6,863
4504
$189K ﹤0.01%
31,876
+12,647
4505
$187K ﹤0.01%
6,677
-260
4506
$186K ﹤0.01%
8,657
-5,995
4507
$186K ﹤0.01%
55,236
+40,991
4508
$185K ﹤0.01%
12,308
-24,493
4509
$185K ﹤0.01%
521
+125
4510
$185K ﹤0.01%
27,456
+2,332
4511
$185K ﹤0.01%
4,811
+182
4512
$184K ﹤0.01%
11,486
4513
$184K ﹤0.01%
7,761
-370,365
4514
$183K ﹤0.01%
12,303
-1,567
4515
$182K ﹤0.01%
14,674
-3,193
4516
$182K ﹤0.01%
20,728
-1,248
4517
$182K ﹤0.01%
1,036
-290
4518
$182K ﹤0.01%
6,088
-3,201
4519
$182K ﹤0.01%
15,442
+10,805
4520
$180K ﹤0.01%
25,166
-3,601
4521
$180K ﹤0.01%
+35,038
4522
$180K ﹤0.01%
2,925
+736
4523
$180K ﹤0.01%
17,165
-1,519
4524
$179K ﹤0.01%
6,279
+614
4525
$178K ﹤0.01%
1,802
-975