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
5051
$43K ﹤0.01%
5,152
+2,530
5052
$43K ﹤0.01%
1,677
-1,915
5053
$43K ﹤0.01%
1,747
-93
5054
$43K ﹤0.01%
+1,521
5055
$43K ﹤0.01%
3,779
-200
5056
$42K ﹤0.01%
2,800
-5,237
5057
$42K ﹤0.01%
1,500
5058
$42K ﹤0.01%
15,190
-298,480
5059
$42K ﹤0.01%
17,396
-13,690
5060
$42K ﹤0.01%
14,550
+2,535
5061
$42K ﹤0.01%
9,000
+1,000
5062
$42K ﹤0.01%
225
-138
5063
$42K ﹤0.01%
48,748
+17,815
5064
$42K ﹤0.01%
3,058
+2,122
5065
$42K ﹤0.01%
2,106
-193
5066
$42K ﹤0.01%
2,315
+400
5067
$42K ﹤0.01%
5,150
+150
5068
$41K ﹤0.01%
1,218
-439
5069
$41K ﹤0.01%
1,113
-297
5070
$41K ﹤0.01%
1,310
+310
5071
$41K ﹤0.01%
2,321
+1,080
5072
$41K ﹤0.01%
7,612
-5,703
5073
$41K ﹤0.01%
2,589
+1,678
5074
$41K ﹤0.01%
10,571
-2,124
5075
$41K ﹤0.01%
+1,618