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
2051
$9.85M ﹤0.01%
308,737
-710
2052
$9.83M ﹤0.01%
913,917
+54,749
2053
$9.83M ﹤0.01%
179,010
+75,007
2054
$9.82M ﹤0.01%
176,650
+36,644
2055
$9.82M ﹤0.01%
763,982
+147,634
2056
$9.78M ﹤0.01%
393,381
-42,647
2057
$9.75M ﹤0.01%
338,220
+3,896
2058
$9.74M ﹤0.01%
88,644
-4,521
2059
$9.74M ﹤0.01%
644,955
-68,598
2060
$9.72M ﹤0.01%
147,533
-148,418
2061
$9.72M ﹤0.01%
123,761
-34,328
2062
$9.7M ﹤0.01%
236,108
-114,056
2063
$9.68M ﹤0.01%
91,251
+20,034
2064
$9.66M ﹤0.01%
274,587
+3,330
2065
$9.64M ﹤0.01%
295,624
-6,578
2066
$9.64M ﹤0.01%
742,457
-12,835
2067
$9.64M ﹤0.01%
152,499
-32,341
2068
$9.62M ﹤0.01%
603,247
-127,866
2069
$9.61M ﹤0.01%
262,290
+81,693
2070
$9.61M ﹤0.01%
1,182,318
+379,765
2071
$9.61M ﹤0.01%
596,785
+21,184
2072
$9.6M ﹤0.01%
57,422
+3,460
2073
$9.6M ﹤0.01%
470,928
+176,106
2074
$9.58M ﹤0.01%
309,390
-10,569
2075
$9.57M ﹤0.01%
453,773
+118,279