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
4951
$55K ﹤0.01%
2,289
-3,179
4952
$55K ﹤0.01%
24,100
-6,100
4953
$55K ﹤0.01%
5,522
-8,554
4954
$55K ﹤0.01%
355
-9
4955
$55K ﹤0.01%
2,000
4956
$55K ﹤0.01%
16,070
+13,955
4957
$55K ﹤0.01%
4,500
4958
$54K ﹤0.01%
3,429
4959
$54K ﹤0.01%
2,011
-2,073
4960
$54K ﹤0.01%
6,645
4961
$54K ﹤0.01%
2,044
4962
$54K ﹤0.01%
1,980
-1,853
4963
$54K ﹤0.01%
1,800
4964
$54K ﹤0.01%
764
+64
4965
$54K ﹤0.01%
850
-6,714
4966
$54K ﹤0.01%
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4967
$54K ﹤0.01%
2,959
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4968
$53K ﹤0.01%
840
4969
$53K ﹤0.01%
12,221
-14,789
4970
$53K ﹤0.01%
2,955
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4971
$53K ﹤0.01%
750
-83
4972
$53K ﹤0.01%
6,940
-19,041
4973
$53K ﹤0.01%
+1,883
4974
$53K ﹤0.01%
6,063
-3,375
4975
$52K ﹤0.01%
5,000