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
5026
$46K ﹤0.01%
31,090
-6,846
5027
$46K ﹤0.01%
2,850
+629
5028
$46K ﹤0.01%
600
-524
5029
0
5030
$45K ﹤0.01%
1,257
+1,152
5031
$45K ﹤0.01%
2,084
-3,115
5032
$45K ﹤0.01%
682
-12,092
5033
$45K ﹤0.01%
1,356
+19
5034
$45K ﹤0.01%
378
5035
$45K ﹤0.01%
117,356
-1,400
5036
$45K ﹤0.01%
1,200
5037
$44K ﹤0.01%
2,250
-423
5038
$44K ﹤0.01%
2,546
+1,425
5039
$44K ﹤0.01%
2,426
-1,349
5040
$44K ﹤0.01%
1,613
-417
5041
$44K ﹤0.01%
1,949
-5,624
5042
$44K ﹤0.01%
1,458
5043
$44K ﹤0.01%
677
-2,869
5044
$44K ﹤0.01%
2,751
-1,590
5045
$43K ﹤0.01%
20,000
5046
$43K ﹤0.01%
4,222
-2,499
5047
$43K ﹤0.01%
+11,553
5048
$43K ﹤0.01%
5,174
+2,089
5049
$43K ﹤0.01%
4,136
-5,087
5050
$43K ﹤0.01%
8,518
-8,555