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
5501
$10K ﹤0.01%
202
5502
$10K ﹤0.01%
+573
5503
$10K ﹤0.01%
535
-2,575
5504
$10K ﹤0.01%
889
-123
5505
$10K ﹤0.01%
404
-10,915
5506
$10K ﹤0.01%
6,285
-14,074
5507
$10K ﹤0.01%
269
-367
5508
$10K ﹤0.01%
1,200
-6,707
5509
$10K ﹤0.01%
350
5510
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700
5511
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5,847
+1,259
5512
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509
-943
5513
$10K ﹤0.01%
5,635
5514
$10K ﹤0.01%
14
5515
$10K ﹤0.01%
1,430
5516
$10K ﹤0.01%
4,569
-28,292
5517
$10K ﹤0.01%
638
-3,191
5518
$9K ﹤0.01%
691
-1,166
5519
$9K ﹤0.01%
10
5520
$9K ﹤0.01%
95
-1
5521
$9K ﹤0.01%
2,578
-10,000
5522
$9K ﹤0.01%
400
+380
5523
$9K ﹤0.01%
469
-183
5524
$9K ﹤0.01%
320
5525
$9K ﹤0.01%
1,117