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
4701
$115K ﹤0.01%
14,027
-9,421
4702
$114K ﹤0.01%
2,811
-37,251
4703
$114K ﹤0.01%
4,928
4704
$114K ﹤0.01%
2,858
-125
4705
$114K ﹤0.01%
3,900
4706
$114K ﹤0.01%
2,228
-32
4707
$114K ﹤0.01%
8,794
4708
$114K ﹤0.01%
15,947
-24,207
4709
$114K ﹤0.01%
4,363
-123
4710
$114K ﹤0.01%
5,130
-10,949
4711
$113K ﹤0.01%
1,273
+941
4712
$113K ﹤0.01%
2,622
-510
4713
$113K ﹤0.01%
3,929
+2,485
4714
$113K ﹤0.01%
7,000
-190
4715
$112K ﹤0.01%
703
-277
4716
$112K ﹤0.01%
9,406
+268
4717
$112K ﹤0.01%
19,224
+688
4718
$111K ﹤0.01%
9,500
-118
4719
$111K ﹤0.01%
+50,705
4720
$111K ﹤0.01%
1,062
-518
4721
$110K ﹤0.01%
6,728
+1,760
4722
$110K ﹤0.01%
9,413
-4,181
4723
$110K ﹤0.01%
2,955
+1,201
4724
$109K ﹤0.01%
7,702
-1,507
4725
$109K ﹤0.01%
9,112
-16,177