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
4526
$178K ﹤0.01%
5,910
+5,346
4527
$178K ﹤0.01%
6,789
+2,143
4528
$177K ﹤0.01%
10,854
+325
4529
$176K ﹤0.01%
4,892
-1,240
4530
$176K ﹤0.01%
6,328
+43
4531
$176K ﹤0.01%
+13,169
4532
$175K ﹤0.01%
20,315
-72,158
4533
$175K ﹤0.01%
10,000
4534
$173K ﹤0.01%
8,924
+565
4535
$173K ﹤0.01%
44,376
-14,060
4536
$172K ﹤0.01%
3,948
-19
4537
$172K ﹤0.01%
15,453
+13,251
4538
$171K ﹤0.01%
6,678
+1,537
4539
$170K ﹤0.01%
6,205
-936
4540
$170K ﹤0.01%
8,945
-1,955
4541
$169K ﹤0.01%
31,901
-8,080
4542
$169K ﹤0.01%
29,503
+2,913
4543
$168K ﹤0.01%
14,403
+1,431
4544
$168K ﹤0.01%
11,030
+3,901
4545
$168K ﹤0.01%
5,708
-1,169
4546
$167K ﹤0.01%
66,918
4547
$167K ﹤0.01%
11,351
-11,419
4548
$165K ﹤0.01%
7,978
+5,128
4549
$165K ﹤0.01%
+4,206
4550
$164K ﹤0.01%
14,346
+9,159