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
5726
$3K ﹤0.01%
806
5727
$3K ﹤0.01%
125
-15
5728
$3K ﹤0.01%
190
-1,116
5729
$3K ﹤0.01%
100
5730
$3K ﹤0.01%
+100
5731
$3K ﹤0.01%
30
-100
5732
$3K ﹤0.01%
189
-2,242
5733
$3K ﹤0.01%
194
-4,216
5734
$3K ﹤0.01%
166
5735
$3K ﹤0.01%
517
-1,029
5736
$3K ﹤0.01%
1,307
5737
$3K ﹤0.01%
375
5738
$3K ﹤0.01%
+285
5739
$3K ﹤0.01%
1,193
-5,493
5740
$3K ﹤0.01%
3
+1
5741
$3K ﹤0.01%
69
-6
5742
$3K ﹤0.01%
565
5743
$3K ﹤0.01%
500
5744
$3K ﹤0.01%
6,950
5745
$3K ﹤0.01%
118
-529
5746
$3K ﹤0.01%
1,782
5747
$3K ﹤0.01%
222
-4,009
5748
$3K ﹤0.01%
400
5749
$3K ﹤0.01%
18
-151
5750
$3K ﹤0.01%
114
-1,211