Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
5776
$2K ﹤0.01%
215
-2,336
5777
$2K ﹤0.01%
+150
5778
$2K ﹤0.01%
300
-4
5779
$2K ﹤0.01%
51
-567
5780
$2K ﹤0.01%
301
5781
$2K ﹤0.01%
460
5782
$2K ﹤0.01%
53
5783
$2K ﹤0.01%
200
5784
$2K ﹤0.01%
71
-1,423
5785
$2K ﹤0.01%
+416
5786
$2K ﹤0.01%
290
+190
5787
0
5788
$2K ﹤0.01%
415
+165
5789
$2K ﹤0.01%
83
5790
$2K ﹤0.01%
100
-1,886
5791
$2K ﹤0.01%
100
5792
$2K ﹤0.01%
170
+120
5793
$2K ﹤0.01%
160
-18,200
5794
$2K ﹤0.01%
8
5795
$2K ﹤0.01%
113
-1,532
5796
$2K ﹤0.01%
100
5797
$2K ﹤0.01%
910
5798
$2K ﹤0.01%
4
-1,996
5799
$2K ﹤0.01%
500
5800
$2K ﹤0.01%
300
-110,808