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
5226
$27K ﹤0.01%
805
-13
5227
$26K ﹤0.01%
11,194
+4,140
5228
$26K ﹤0.01%
69
+21
5229
$26K ﹤0.01%
825
5230
$26K ﹤0.01%
2,360
-2,343
5231
$26K ﹤0.01%
3,330
+330
5232
$26K ﹤0.01%
+3,887
5233
$26K ﹤0.01%
250
5234
$26K ﹤0.01%
+1,018
5235
$26K ﹤0.01%
5,521
-6,341
5236
$26K ﹤0.01%
3,087
5237
$26K ﹤0.01%
626
+354
5238
$26K ﹤0.01%
1,603
-1,326
5239
$26K ﹤0.01%
+6,332
5240
$26K ﹤0.01%
56,087
+10,211
5241
$25K ﹤0.01%
1,078
-810
5242
$25K ﹤0.01%
+928
5243
$25K ﹤0.01%
3,011
-1,903
5244
$25K ﹤0.01%
1,557
+1,500
5245
$25K ﹤0.01%
19,103
5246
$25K ﹤0.01%
6,241
+4,000
5247
$25K ﹤0.01%
2,256
+320
5248
$25K ﹤0.01%
10,990
+3,357
5249
$25K ﹤0.01%
12,176
5250
$25K ﹤0.01%
4,256
-4,720