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
4851
$75K ﹤0.01%
2,565
4852
$75K ﹤0.01%
693
+31
4853
$75K ﹤0.01%
3,646
4854
$75K ﹤0.01%
67
+45
4855
$75K ﹤0.01%
6,318
-16,503
4856
$74K ﹤0.01%
3,931
4857
$74K ﹤0.01%
+147
4858
$74K ﹤0.01%
+2,722
4859
$73K ﹤0.01%
9,885
-6,985
4860
$73K ﹤0.01%
1,012
4861
$73K ﹤0.01%
6,057
+220
4862
$73K ﹤0.01%
11,122
+3,750
4863
$72K ﹤0.01%
14,598
-32,695
4864
$72K ﹤0.01%
8,194
4865
$72K ﹤0.01%
255
+143
4866
$72K ﹤0.01%
35,390
-17,683
4867
$72K ﹤0.01%
+2,420
4868
$72K ﹤0.01%
4,127
-645
4869
$71K ﹤0.01%
1,881
-1,942
4870
$71K ﹤0.01%
25,629
+2,812
4871
$71K ﹤0.01%
+473
4872
$71K ﹤0.01%
1,868
-595
4873
$71K ﹤0.01%
+239
4874
$70K ﹤0.01%
5,453
+1,161
4875
$70K ﹤0.01%
8,726
+1,148