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
5076
$41K ﹤0.01%
1,500
+1,000
5077
$40K ﹤0.01%
2,862
-17
5078
$40K ﹤0.01%
9,054
5079
$40K ﹤0.01%
1,753
5080
$40K ﹤0.01%
+1,885
5081
$40K ﹤0.01%
200,014
+99,995
5082
$40K ﹤0.01%
1,260
5083
$40K ﹤0.01%
1,314
-2,054
5084
$40K ﹤0.01%
5,546
-5,057
5085
$40K ﹤0.01%
344
+169
5086
$40K ﹤0.01%
5,409
+1,071
5087
$40K ﹤0.01%
1,641
-2,632
5088
$39K ﹤0.01%
5,345
-8,582
5089
$39K ﹤0.01%
2,000
5090
$39K ﹤0.01%
2,402
-19,472
5091
$39K ﹤0.01%
+5,475
5092
$39K ﹤0.01%
2,934
+1,025
5093
$39K ﹤0.01%
2,551
-3,452
5094
$39K ﹤0.01%
9,369
+1,121
5095
$39K ﹤0.01%
2,263
+1,485
5096
$39K ﹤0.01%
699
+6
5097
$39K ﹤0.01%
3,022
5098
$39K ﹤0.01%
32,474
-331
5099
$38K ﹤0.01%
1,056
-1,928
5100
$38K ﹤0.01%
2,090
-7,238