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
1726
$14.8M ﹤0.01%
316,011
+13,615
1727
$14.8M ﹤0.01%
432,771
+51,499
1728
$14.8M ﹤0.01%
560,203
-56,833
1729
$14.7M ﹤0.01%
867,026
-47,686
1730
$14.7M ﹤0.01%
169,249
-460,771
1731
$14.7M ﹤0.01%
437,711
-60,004
1732
$14.7M ﹤0.01%
279,470
+28,173
1733
$14.7M ﹤0.01%
281,394
+28,815
1734
$14.6M ﹤0.01%
124,067
-2,300
1735
$14.6M ﹤0.01%
398,300
-88,562
1736
$14.5M ﹤0.01%
559,297
-13,277
1737
$14.4M ﹤0.01%
335,239
+61,607
1738
$14.4M ﹤0.01%
404,712
+16,123
1739
$14.4M ﹤0.01%
275,151
+14,713
1740
$14.4M ﹤0.01%
226,942
-19,954
1741
$14.3M ﹤0.01%
321,980
-43,454
1742
$14.3M ﹤0.01%
285,042
+96,708
1743
$14.3M ﹤0.01%
1,289,160
-139,465
1744
$14.3M ﹤0.01%
410,072
-19,710
1745
$14.3M ﹤0.01%
317,027
+8,344
1746
$14.3M ﹤0.01%
105,153
-2,010
1747
$14.3M ﹤0.01%
512,275
+193,073
1748
$14.2M ﹤0.01%
473,794
+43,812
1749
$14.2M ﹤0.01%
265,356
-17,104
1750
$14.2M ﹤0.01%
397,158
+166,126