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
1576
$18.2M ﹤0.01%
1,554,081
+534,126
1577
$18.2M ﹤0.01%
468,828
-78,400
1578
$18.1M ﹤0.01%
923,745
+150,018
1579
$18.1M ﹤0.01%
565,939
+160,631
1580
$18.1M ﹤0.01%
483,207
-278,545
1581
$18.1M ﹤0.01%
938,935
-5,133
1582
$18.1M ﹤0.01%
280,018
+5,086
1583
$18.1M ﹤0.01%
493,400
+585
1584
$18.1M ﹤0.01%
514,229
+28,601
1585
$18M ﹤0.01%
489,336
-28,865
1586
$18M ﹤0.01%
3,548,410
+373,496
1587
$18M ﹤0.01%
1,128,674
+167,437
1588
$17.8M ﹤0.01%
552,948
-417,815
1589
$17.8M ﹤0.01%
590,491
+64,004
1590
$17.8M ﹤0.01%
1,029,199
+72,401
1591
$17.8M ﹤0.01%
601,780
+39,973
1592
$17.8M ﹤0.01%
494,908
+359,612
1593
$17.7M ﹤0.01%
577,931
-88,910
1594
$17.7M ﹤0.01%
558,335
+286,707
1595
$17.7M ﹤0.01%
1,730,134
+36,132
1596
$17.7M ﹤0.01%
747,278
-235,645
1597
$17.7M ﹤0.01%
325,527
-12,379
1598
$17.7M ﹤0.01%
895,285
-29,162
1599
$17.7M ﹤0.01%
720,613
-101,103
1600
$17.6M ﹤0.01%
750,795
+352,019