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
2126
$9.08M ﹤0.01%
409,368
+234,862
2127
$9.07M ﹤0.01%
666,705
+307,656
2128
$9.07M ﹤0.01%
2,386,059
+549,882
2129
$9.05M ﹤0.01%
1,441,725
+97,739
2130
$9.05M ﹤0.01%
483,731
-63,851
2131
$9.04M ﹤0.01%
250,774
-11,739
2132
$9.03M ﹤0.01%
46,789
-414
2133
$9M ﹤0.01%
313,088
+1,378
2134
$8.99M ﹤0.01%
146,056
+10,680
2135
$8.96M ﹤0.01%
158,755
+19,082
2136
$8.96M ﹤0.01%
28,707
+3,527
2137
$8.95M ﹤0.01%
299,893
-30,923
2138
$8.95M ﹤0.01%
81,789
-2,378
2139
$8.94M ﹤0.01%
473,675
+50,950
2140
$8.93M ﹤0.01%
142,937
-10,056
2141
$8.93M ﹤0.01%
285,900
+92,249
2142
$8.87M ﹤0.01%
196,175
-62,370
2143
$8.87M ﹤0.01%
6,516
+891
2144
$8.87M ﹤0.01%
333,034
+23,140
2145
$8.85M ﹤0.01%
185,436
+68,021
2146
$8.84M ﹤0.01%
662,065
-58,344
2147
$8.84M ﹤0.01%
167,271
+102,057
2148
$8.83M ﹤0.01%
427,753
+25,903
2149
$8.82M ﹤0.01%
140,420
+74,167
2150
$8.82M ﹤0.01%
429,251
+161,757