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
1651
$16.3M ﹤0.01%
309,661
+74,408
1652
$16.3M ﹤0.01%
538,691
-7,159
1653
$16.3M ﹤0.01%
784,947
-194,676
1654
$16.2M ﹤0.01%
63,857
+6,525
1655
$16.2M ﹤0.01%
410,344
-35,653
1656
$16.2M ﹤0.01%
682,629
-6,166
1657
$16.2M ﹤0.01%
1,226,635
+209,320
1658
$16.2M ﹤0.01%
470,064
+165,594
1659
$16.1M ﹤0.01%
2,287,720
-39,456
1660
$16.1M ﹤0.01%
543,900
+87,864
1661
$16.1M ﹤0.01%
242,233
-38,433
1662
$16M ﹤0.01%
288,731
-29,730
1663
$16M ﹤0.01%
307,053
+41,391
1664
$16M ﹤0.01%
1,214,564
+129,066
1665
$16M ﹤0.01%
404,647
+1,394
1666
$16M ﹤0.01%
247,615
+32,271
1667
$15.9M ﹤0.01%
855,252
+178,947
1668
$15.9M ﹤0.01%
135,387
-53,734
1669
$15.9M ﹤0.01%
654,670
+92,974
1670
$15.8M ﹤0.01%
610,739
-106,901
1671
$15.8M ﹤0.01%
374,344
-4,184
1672
$15.8M ﹤0.01%
138,211
+6,886
1673
$15.8M ﹤0.01%
256,125
-54,571
1674
$15.8M ﹤0.01%
752,296
+19,684
1675
$15.7M ﹤0.01%
1,048,121
+25,228