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
4876
$69K ﹤0.01%
32,877
+1,229
4877
$69K ﹤0.01%
1,908
-1,653
4878
$69K ﹤0.01%
2,764
-51
4879
$69K ﹤0.01%
7,713
+2,313
4880
$69K ﹤0.01%
1,553
+91
4881
$68K ﹤0.01%
12,215
4882
$68K ﹤0.01%
2,500
-49
4883
$68K ﹤0.01%
6,021
+174
4884
$68K ﹤0.01%
+4,638
4885
$68K ﹤0.01%
4,974
-2,757
4886
$68K ﹤0.01%
1,214
-26
4887
$68K ﹤0.01%
2,128
-7,307
4888
$68K ﹤0.01%
2,930
-567
4889
$67K ﹤0.01%
7,000
-13,356
4890
$67K ﹤0.01%
2,404
-1,073
4891
$67K ﹤0.01%
1,901
-180
4892
$67K ﹤0.01%
2,395
4893
$67K ﹤0.01%
1,563
4894
$66K ﹤0.01%
1,122
-585
4895
$66K ﹤0.01%
7,097
-950
4896
$66K ﹤0.01%
6,566
-667
4897
$66K ﹤0.01%
6,465
-19,412
4898
$66K ﹤0.01%
3,989
-3,429
4899
$66K ﹤0.01%
12,000
+7,000
4900
$66K ﹤0.01%
5,085
+3,230