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
1476
$20.4M ﹤0.01%
249,280
+37,931
1477
$20.4M ﹤0.01%
451,207
-30,866
1478
$20.4M ﹤0.01%
521,227
+23,303
1479
$20.3M ﹤0.01%
434,467
-477,971
1480
$20.3M ﹤0.01%
741,106
-58,074
1481
$20.3M ﹤0.01%
477,751
+15,690
1482
$20.3M ﹤0.01%
369,091
-5,667
1483
$20.3M ﹤0.01%
242,991
+24,416
1484
$20.2M ﹤0.01%
374,816
-130,752
1485
$20.2M ﹤0.01%
530,478
+15,721
1486
$20.2M ﹤0.01%
584,216
+62,331
1487
$20.1M ﹤0.01%
3,726,076
+372,520
1488
$20.1M ﹤0.01%
904,488
+60,668
1489
$20.1M ﹤0.01%
320,719
-69,513
1490
$20.1M ﹤0.01%
277,858
-25,366
1491
$20M ﹤0.01%
297,249
-753
1492
$20M ﹤0.01%
291,572
+63,313
1493
$20M ﹤0.01%
1,327,929
+2,996
1494
$20M ﹤0.01%
404,997
+53,472
1495
$20M ﹤0.01%
12,102
+1,275
1496
$19.9M ﹤0.01%
354,126
-17,702
1497
$19.9M ﹤0.01%
607,327
-325,671
1498
$19.9M ﹤0.01%
480,639
-151,411
1499
$19.9M ﹤0.01%
352,724
+14,236
1500
$19.8M ﹤0.01%
471,328
+142,400