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
4751
$99K ﹤0.01%
5,867
-4,316
4752
$99K ﹤0.01%
2,113
-2,517
4753
$99K ﹤0.01%
2,005
-549
4754
$99K ﹤0.01%
7,111
4755
$99K ﹤0.01%
34,502
-35,263
4756
$99K ﹤0.01%
4,000
4757
$98K ﹤0.01%
1,379
-534
4758
$98K ﹤0.01%
1,331
-5,617
4759
$98K ﹤0.01%
1,401
-1,105
4760
$97K ﹤0.01%
20,624
-61,915
4761
$97K ﹤0.01%
3,892
-1,252
4762
$97K ﹤0.01%
3,429
+300
4763
$96K ﹤0.01%
8,216
4764
$95K ﹤0.01%
3,342
+3,138
4765
$95K ﹤0.01%
18,046
+2,048
4766
$95K ﹤0.01%
5,158
+5,005
4767
$95K ﹤0.01%
6,145
-34,733
4768
$94K ﹤0.01%
19,752
+1,244
4769
$94K ﹤0.01%
5,418
-35,744
4770
$94K ﹤0.01%
6,817
+17
4771
$93K ﹤0.01%
7,270
4772
$93K ﹤0.01%
3,640
+1,512
4773
$92K ﹤0.01%
8,240
-897
4774
$92K ﹤0.01%
3,779
-30,307
4775
$91K ﹤0.01%
7,220
-1,011