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
5801
$2K ﹤0.01%
500
5802
$2K ﹤0.01%
600
-221,616
5803
$2K ﹤0.01%
+3,500
5804
$2K ﹤0.01%
8
-26
5805
$2K ﹤0.01%
411
-133,227
5806
$2K ﹤0.01%
1,443
5807
$2K ﹤0.01%
114
+30
5808
$2K ﹤0.01%
304
-1,655
5809
$2K ﹤0.01%
2,000
5810
$2K ﹤0.01%
170
-89
5811
$2K ﹤0.01%
+4
5812
$2K ﹤0.01%
220
-1
5813
$2K ﹤0.01%
+200
5814
$2K ﹤0.01%
221
-9,726
5815
$2K ﹤0.01%
+241
5816
$2K ﹤0.01%
10
5817
$2K ﹤0.01%
63
-2,094
5818
$2K ﹤0.01%
113
-1,769
5819
$2K ﹤0.01%
100
5820
$2K ﹤0.01%
80
-216
5821
$2K ﹤0.01%
42
-11,088
5822
$2K ﹤0.01%
1,113
-22,595
5823
$2K ﹤0.01%
1,260
+1,073
5824
$2K ﹤0.01%
951
-2,584
5825
$2K ﹤0.01%
355
-3,650