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
4601
$146K ﹤0.01%
10,949
-116
4602
$146K ﹤0.01%
10,667
+1,485
4603
$145K ﹤0.01%
104,280
+77,390
4604
$145K ﹤0.01%
14,234
+11,647
4605
$145K ﹤0.01%
20,411
-411
4606
$145K ﹤0.01%
1,348
+787
4607
$145K ﹤0.01%
10,636
+678
4608
$144K ﹤0.01%
4,235
-2,365
4609
$144K ﹤0.01%
2,851
+600
4610
$144K ﹤0.01%
2,871
-6,794
4611
$143K ﹤0.01%
14,407
-2,301
4612
$143K ﹤0.01%
15,367
-88,547
4613
$143K ﹤0.01%
6,448
-15,959
4614
$143K ﹤0.01%
8,783
-44,908
4615
$142K ﹤0.01%
4,300
+2,824
4616
$142K ﹤0.01%
3,722
-1,629
4617
$142K ﹤0.01%
38,365
+837
4618
$141K ﹤0.01%
9,370
-11,783
4619
$141K ﹤0.01%
4,511
+333
4620
$140K ﹤0.01%
2,457
-303
4621
$140K ﹤0.01%
9,597
-42,498
4622
$140K ﹤0.01%
5,137
+3,701
4623
$139K ﹤0.01%
6,263
-414
4624
$139K ﹤0.01%
8,559
+6,064
4625
$139K ﹤0.01%
20,626
-22,651