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
1801
$13.1M ﹤0.01%
231,932
+6,117
1802
$13.1M ﹤0.01%
133,659
+29,826
1803
$13.1M ﹤0.01%
1,195,795
+664,055
1804
$13.1M ﹤0.01%
343,350
+100,698
1805
$13.1M ﹤0.01%
774,015
-6,984
1806
$13.1M ﹤0.01%
584,171
+128,354
1807
$13.1M ﹤0.01%
354,678
-44
1808
$13M ﹤0.01%
685,983
+159,314
1809
$13M ﹤0.01%
351,191
-1,809
1810
$13M ﹤0.01%
405,504
-110,815
1811
$13M ﹤0.01%
379,525
-363,919
1812
$13M ﹤0.01%
1,803,571
+1,328,623
1813
$13M ﹤0.01%
148,568
-9,602
1814
$12.9M ﹤0.01%
353,234
-13,511
1815
$12.8M ﹤0.01%
461,803
+187,331
1816
$12.8M ﹤0.01%
242,065
+16,889
1817
$12.8M ﹤0.01%
349,641
+71,003
1818
$12.8M ﹤0.01%
313,503
+273,626
1819
$12.8M ﹤0.01%
333,710
+9,875
1820
$12.8M ﹤0.01%
403,329
+88,665
1821
$12.7M ﹤0.01%
400,716
-10,932
1822
$12.7M ﹤0.01%
2,391,065
+872,479
1823
$12.7M ﹤0.01%
669,133
+9,878
1824
$12.6M ﹤0.01%
297,235
+6,752
1825
$12.6M ﹤0.01%
245,450
+23,584