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
1776
$13.7M ﹤0.01%
999,751
+5,327
1777
$13.7M ﹤0.01%
464,632
+45,858
1778
$13.7M ﹤0.01%
1,169,200
-434,660
1779
$13.7M ﹤0.01%
655,133
+57,530
1780
$13.7M ﹤0.01%
203,321
-39,684
1781
$13.6M ﹤0.01%
549,004
-31,179
1782
$13.6M ﹤0.01%
453,005
+10,626
1783
$13.6M ﹤0.01%
343,478
+56,378
1784
$13.6M ﹤0.01%
748,766
-37,066
1785
$13.5M ﹤0.01%
373,371
-145,411
1786
$13.5M ﹤0.01%
956,951
+7,098
1787
$13.5M ﹤0.01%
255,644
-17,553
1788
$13.4M ﹤0.01%
199,865
-42,598
1789
$13.4M ﹤0.01%
156,689
+115
1790
$13.4M ﹤0.01%
361,869
-91,440
1791
$13.4M ﹤0.01%
613,764
-159,852
1792
$13.3M ﹤0.01%
1,188,682
+106,474
1793
$13.3M ﹤0.01%
123,388
+1,474
1794
$13.3M ﹤0.01%
374,458
-20,978
1795
$13.3M ﹤0.01%
211,632
-31,149
1796
$13.3M ﹤0.01%
901,433
-354,374
1797
$13.2M ﹤0.01%
385,673
+81
1798
$13.2M ﹤0.01%
286,988
+31,553
1799
$13.2M ﹤0.01%
1,495,965
-27,507
1800
$13.1M ﹤0.01%
160,984
-14,986