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
4901
$66K ﹤0.01%
13,485
-20,979
4902
$66K ﹤0.01%
867
-513
4903
$65K ﹤0.01%
5,224
-791
4904
$65K ﹤0.01%
2,745
+1,978
4905
$65K ﹤0.01%
5,004
-476
4906
$64K ﹤0.01%
4,344
-1,453
4907
$64K ﹤0.01%
2,031
+421
4908
$63K ﹤0.01%
141
+110
4909
$63K ﹤0.01%
6,096
-1,250
4910
$63K ﹤0.01%
5,444
+3,562
4911
$63K ﹤0.01%
310
+60
4912
$63K ﹤0.01%
1,632
+329
4913
$62K ﹤0.01%
1,000
4914
$62K ﹤0.01%
4,005
-2,232
4915
$62K ﹤0.01%
725
-46,031
4916
$62K ﹤0.01%
6,853
-15,062
4917
$62K ﹤0.01%
16,138
+3,952
4918
$62K ﹤0.01%
+3,650
4919
$62K ﹤0.01%
3,705
-2,152
4920
$61K ﹤0.01%
4,750
4921
$61K ﹤0.01%
6,544
4922
$61K ﹤0.01%
5,510
-4,423
4923
$61K ﹤0.01%
2,715
-5,618
4924
$61K ﹤0.01%
6,639
4925
$61K ﹤0.01%
475
-423