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
1401
$22.2M ﹤0.01%
926,108
-18,681
1402
$22.2M ﹤0.01%
658,930
+63,468
1403
$22.2M ﹤0.01%
426,110
+169,291
1404
$22.1M ﹤0.01%
565,162
+12,083
1405
$22.1M ﹤0.01%
729,281
+52,259
1406
$22.1M ﹤0.01%
282,184
+62,940
1407
$22.1M ﹤0.01%
875,421
+115,867
1408
$22M ﹤0.01%
1,447,957
+24,871
1409
$22M ﹤0.01%
650,851
-559,266
1410
$22M ﹤0.01%
351,588
+16,541
1411
$22M ﹤0.01%
481,693
+92,120
1412
$22M ﹤0.01%
526,052
-7,426
1413
$21.9M ﹤0.01%
476,870
+56,412
1414
$21.9M ﹤0.01%
398,398
+164,544
1415
$21.9M ﹤0.01%
797,689
-20,252
1416
$21.9M ﹤0.01%
162,026
-22,283
1417
$21.9M ﹤0.01%
904,828
-204,735
1418
$21.8M ﹤0.01%
280,350
-68,917
1419
$21.8M ﹤0.01%
580,334
+276,685
1420
$21.8M ﹤0.01%
627,000
-182,736
1421
$21.8M ﹤0.01%
1,125,712
-77,649
1422
$21.8M ﹤0.01%
672,076
+304,196
1423
$21.8M ﹤0.01%
505,747
+73,482
1424
$21.8M ﹤0.01%
721,837
+527,833
1425
$21.8M ﹤0.01%
757,277
-349,330