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
1701
$15.2M ﹤0.01%
352,306
-10,646
1702
$15.2M ﹤0.01%
205,550
+28,370
1703
$15.1M ﹤0.01%
271,140
-8,418
1704
$15.1M ﹤0.01%
270,449
-35,330
1705
$15.1M ﹤0.01%
240,439
-100,750
1706
$15.1M ﹤0.01%
97,030
-7,277
1707
$15.1M ﹤0.01%
441,887
-31,552
1708
$15M ﹤0.01%
2,234,520
-163,817
1709
$15M ﹤0.01%
310,475
+5,143
1710
$15M ﹤0.01%
1,269,146
+28,806
1711
$15M ﹤0.01%
528,118
-54,456
1712
$15M ﹤0.01%
1,190,187
-12,363
1713
$15M ﹤0.01%
1,352,426
-144,319
1714
$15M ﹤0.01%
1,174,220
+377,916
1715
$15M ﹤0.01%
1,382,824
+457,462
1716
$14.9M ﹤0.01%
261,701
-41,452
1717
$14.9M ﹤0.01%
1,987,740
+319,396
1718
$14.9M ﹤0.01%
618,350
-283,703
1719
$14.9M ﹤0.01%
698,393
-736,739
1720
$14.9M ﹤0.01%
567,307
+349,819
1721
$14.9M ﹤0.01%
1,239,533
+77,801
1722
$14.9M ﹤0.01%
254,265
-80,939
1723
$14.8M ﹤0.01%
1,081,881
+138,821
1724
$14.8M ﹤0.01%
1,076,822
-21,779
1725
$14.8M ﹤0.01%
285,608
-59