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
4776
$91K ﹤0.01%
4,803
-1,064
4777
$90K ﹤0.01%
21,892
-4,754
4778
$90K ﹤0.01%
2,220
-33
4779
$90K ﹤0.01%
4,091
-1,473
4780
$89K ﹤0.01%
16,034
-8,995
4781
$89K ﹤0.01%
12,072
+662
4782
$89K ﹤0.01%
6,430
-5,882
4783
$88K ﹤0.01%
7,747
-6,038
4784
$88K ﹤0.01%
476
-449
4785
$88K ﹤0.01%
17,083
+7,987
4786
$88K ﹤0.01%
9,244
-38,537
4787
$88K ﹤0.01%
+6,239
4788
$87K ﹤0.01%
30,059
+1,914
4789
$87K ﹤0.01%
1,381
-290
4790
$87K ﹤0.01%
35,037
-8,201
4791
$87K ﹤0.01%
3,422
-222
4792
$87K ﹤0.01%
14,805
-2,016
4793
$87K ﹤0.01%
17,215
-131
4794
$86K ﹤0.01%
1,600
+500
4795
$86K ﹤0.01%
4,000
-392
4796
$86K ﹤0.01%
11,981
-3,476
4797
$86K ﹤0.01%
17,023
-24,341
4798
$86K ﹤0.01%
29,661
+1,281
4799
$85K ﹤0.01%
2,452
-166
4800
$85K ﹤0.01%
2,464