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
4651
$131K ﹤0.01%
14,210
-8,101
4652
$130K ﹤0.01%
11,332
-263
4653
$130K ﹤0.01%
7,859
-1,648
4654
$130K ﹤0.01%
8,102
+102
4655
$130K ﹤0.01%
5,957
-6,874
4656
$130K ﹤0.01%
3,061
+1,774
4657
$129K ﹤0.01%
40,712
+39,388
4658
$129K ﹤0.01%
7,050
4659
$128K ﹤0.01%
2,000
4660
$128K ﹤0.01%
715
4661
$128K ﹤0.01%
162,477
-428
4662
$127K ﹤0.01%
4,968
-37,166
4663
$126K ﹤0.01%
3,455
-1,256
4664
$126K ﹤0.01%
+75
4665
$126K ﹤0.01%
7,488
-2,150
4666
$126K ﹤0.01%
5,164
-2,266
4667
$125K ﹤0.01%
7,648
-11,994
4668
$124K ﹤0.01%
17,007
4669
$123K ﹤0.01%
4,592
+2,498
4670
$123K ﹤0.01%
15,072
+2,368
4671
$123K ﹤0.01%
11,011
+3,525
4672
$123K ﹤0.01%
4,636
+410
4673
$123K ﹤0.01%
12,681
+6,967
4674
$122K ﹤0.01%
7,793
-1,021
4675
$122K ﹤0.01%
5,326
+566