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
2151
$8.82M ﹤0.01%
258,315
-34,758
2152
$8.81M ﹤0.01%
882,079
+127,789
2153
$8.81M ﹤0.01%
2,532,359
-1,858,713
2154
$8.8M ﹤0.01%
174,193
+32,399
2155
$8.79M ﹤0.01%
499,414
+98,478
2156
$8.79M ﹤0.01%
369,213
-3,570
2157
$8.78M ﹤0.01%
95,234
-2,000
2158
$8.78M ﹤0.01%
410,154
-18,963
2159
$8.77M ﹤0.01%
906,370
+28,853
2160
$8.75M ﹤0.01%
261,005
+4,082
2161
$8.75M ﹤0.01%
94,188
+72,191
2162
$8.74M ﹤0.01%
451,979
-68,601
2163
$8.73M ﹤0.01%
561,063
+51,099
2164
$8.73M ﹤0.01%
269,615
+119,832
2165
$8.72M ﹤0.01%
99,540
-11,348
2166
$8.71M ﹤0.01%
275,056
-20,499
2167
$8.66M ﹤0.01%
254,738
-1,211
2168
$8.65M ﹤0.01%
393,738
-6,706
2169
$8.65M ﹤0.01%
451,450
+96,060
2170
$8.64M ﹤0.01%
388,878
-34,290
2171
$8.63M ﹤0.01%
284,460
+218,636
2172
$8.63M ﹤0.01%
221,710
+43,068
2173
$8.62M ﹤0.01%
551,043
-2,567
2174
$8.62M ﹤0.01%
403,613
+353,080
2175
$8.59M ﹤0.01%
919,551
+777,033