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
2076
$9.57M ﹤0.01%
540,720
-13,277
2077
$9.57M ﹤0.01%
345,247
+29,623
2078
$9.56M ﹤0.01%
302,496
-186,749
2079
$9.55M ﹤0.01%
396,482
+28,201
2080
$9.54M ﹤0.01%
548,023
-162,276
2081
$9.52M ﹤0.01%
409,894
+41,503
2082
$9.51M ﹤0.01%
3,915,065
+838,880
2083
$9.5M ﹤0.01%
842,488
+25,125
2084
$9.5M ﹤0.01%
227,821
+83,278
2085
$9.5M ﹤0.01%
431,844
-121,753
2086
$9.5M ﹤0.01%
220,390
-20,328
2087
$9.5M ﹤0.01%
348,352
+179,865
2088
$9.48M ﹤0.01%
318,147
-19,778
2089
$9.47M ﹤0.01%
236,036
-880
2090
$9.46M ﹤0.01%
125,430
-1,988
2091
$9.46M ﹤0.01%
382,155
+108,793
2092
$9.46M ﹤0.01%
159,099
+89,218
2093
$9.45M ﹤0.01%
94,058
+8,312
2094
$9.44M ﹤0.01%
332,646
+13,936
2095
$9.44M ﹤0.01%
783,650
+153,400
2096
$9.43M ﹤0.01%
412,748
-15,134
2097
$9.41M ﹤0.01%
455,683
-318,616
2098
$9.41M ﹤0.01%
566,826
+53,382
2099
$9.4M ﹤0.01%
316,495
-13,570
2100
$9.38M ﹤0.01%
398,421
-89,141