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
4801
$85K ﹤0.01%
13,154
-1,600
4802
$85K ﹤0.01%
20,000
+10,000
4803
$84K ﹤0.01%
5,305
+1,633
4804
$83K ﹤0.01%
2,190
+608
4805
$83K ﹤0.01%
11,037
+951
4806
$83K ﹤0.01%
6,597
-9,648
4807
$83K ﹤0.01%
206
-13
4808
$83K ﹤0.01%
6,520
+4,140
4809
$83K ﹤0.01%
8,512
-1,967
4810
$82K ﹤0.01%
12
4811
$82K ﹤0.01%
3,303
-1,000
4812
$82K ﹤0.01%
13,681
-29,216
4813
$81K ﹤0.01%
3,350
4814
$81K ﹤0.01%
26,586
-21,861
4815
$81K ﹤0.01%
+3,418
4816
$81K ﹤0.01%
3,439
+1,566
4817
$81K ﹤0.01%
3,263
-1,270
4818
$80K ﹤0.01%
4,942
-2,438
4819
$80K ﹤0.01%
3,210
-2,029
4820
$80K ﹤0.01%
2,933
-730
4821
$80K ﹤0.01%
1,796
+601
4822
$80K ﹤0.01%
4,683
-8,423
4823
$80K ﹤0.01%
1,546
+436
4824
$80K ﹤0.01%
2,625
+400
4825
$79K ﹤0.01%
+4,370