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
5451
$12K ﹤0.01%
405
+37
5452
$12K ﹤0.01%
269
-790
5453
$12K ﹤0.01%
341
-1,060
5454
$12K ﹤0.01%
+417
5455
$12K ﹤0.01%
+90
5456
$12K ﹤0.01%
703
-2,953
5457
$12K ﹤0.01%
715
-3,285
5458
$12K ﹤0.01%
7,628
-15,327
5459
$12K ﹤0.01%
1,442
-2,115
5460
$12K ﹤0.01%
125
5461
$12K ﹤0.01%
18
+8
5462
$12K ﹤0.01%
38
5463
$12K ﹤0.01%
572
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5464
$12K ﹤0.01%
825
-1,500
5465
$12K ﹤0.01%
18,648
+11,900
5466
$12K ﹤0.01%
9,900
+5,200
5467
$12K ﹤0.01%
2,500
-791
5468
$12K ﹤0.01%
+300
5469
$12K ﹤0.01%
5,400
+2,106
5470
$12K ﹤0.01%
25
5471
$12K ﹤0.01%
2,000
5472
$12K ﹤0.01%
644
5473
$12K ﹤0.01%
500
5474
$12K ﹤0.01%
9,731
-10,500
5475
$12K ﹤0.01%
973
-100