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
5201
$30K ﹤0.01%
1,713
-29,226
5202
$30K ﹤0.01%
+1,196
5203
$29K ﹤0.01%
466
-3,736
5204
$29K ﹤0.01%
1,916
+34
5205
$28K ﹤0.01%
3,206
+1,052
5206
$28K ﹤0.01%
4,000
5207
$28K ﹤0.01%
5,802
+5,708
5208
$28K ﹤0.01%
1,300
5209
$28K ﹤0.01%
2,000
5210
$28K ﹤0.01%
1,399
-3,676
5211
$28K ﹤0.01%
4,877
+1,472
5212
$28K ﹤0.01%
1,202
-3,938
5213
$28K ﹤0.01%
732
-872
5214
$28K ﹤0.01%
830
5215
$28K ﹤0.01%
8,600
+7,600
5216
$28K ﹤0.01%
3,200
5217
$28K ﹤0.01%
2,515
-18,908
5218
$28K ﹤0.01%
1,144
-587
5219
$28K ﹤0.01%
5,500
-37,516
5220
$27K ﹤0.01%
1,600
-136
5221
$27K ﹤0.01%
+2,976
5222
$27K ﹤0.01%
+75
5223
$27K ﹤0.01%
7,483
-1,065
5224
$27K ﹤0.01%
17,525
+8,478
5225
$27K ﹤0.01%
+1,878