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
1526
$19.2M ﹤0.01%
534,448
-194,016
1527
$19.2M ﹤0.01%
203,711
+50,788
1528
$19.1M ﹤0.01%
305,962
-8,240
1529
$19.1M ﹤0.01%
414,035
-46,859
1530
$19.1M ﹤0.01%
336,623
+1,096
1531
$19.1M ﹤0.01%
740,459
-19,846
1532
$19.1M ﹤0.01%
717,930
+242,469
1533
$19.1M ﹤0.01%
245,689
+13,509
1534
$19.1M ﹤0.01%
254,999
-5,404
1535
$19.1M ﹤0.01%
674,378
+441,458
1536
$19M ﹤0.01%
284,176
-66,729
1537
$19M ﹤0.01%
887,286
+274,539
1538
$19M ﹤0.01%
602,644
-925,156
1539
$19M ﹤0.01%
373,848
-170,626
1540
$18.9M ﹤0.01%
688,164
+250,522
1541
$18.9M ﹤0.01%
629,141
-6,410
1542
$18.9M ﹤0.01%
1,238,846
+26,620
1543
$18.8M ﹤0.01%
462,894
-1,682,343
1544
$18.8M ﹤0.01%
644,686
-52,914
1545
$18.8M ﹤0.01%
254,448
-9,089
1546
$18.8M ﹤0.01%
883,634
+6,608
1547
$18.7M ﹤0.01%
247,958
+66,206
1548
$18.7M ﹤0.01%
601,738
-176,365
1549
$18.7M ﹤0.01%
227,314
-9,600
1550
$18.7M ﹤0.01%
295,216
-102,516