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
2201
$8.36M ﹤0.01%
191,230
-50,564
2202
$8.36M ﹤0.01%
120,084
-18,995
2203
$8.36M ﹤0.01%
172,085
+34,812
2204
$8.31M ﹤0.01%
546,826
+139,550
2205
$8.26M ﹤0.01%
160,332
-14,033
2206
$8.24M ﹤0.01%
154,083
+63,770
2207
$8.24M ﹤0.01%
552,603
-12,553
2208
$8.23M ﹤0.01%
962,188
+146,951
2209
$8.22M ﹤0.01%
1,156,001
-183,517
2210
$8.21M ﹤0.01%
320,991
+56,962
2211
$8.21M ﹤0.01%
342,043
+123,778
2212
$8.21M ﹤0.01%
177,531
-215,817
2213
$8.21M ﹤0.01%
430,780
-979,214
2214
$8.2M ﹤0.01%
241,907
+7,005
2215
$8.19M ﹤0.01%
198,773
+46,495
2216
$8.19M ﹤0.01%
320,435
-1,905
2217
$8.18M ﹤0.01%
524,924
+305,573
2218
$8.17M ﹤0.01%
+378,087
2219
$8.15M ﹤0.01%
493,094
+49,893
2220
$8.14M ﹤0.01%
245,717
-52,636
2221
$8.13M ﹤0.01%
456,225
+9,174
2222
$8.11M ﹤0.01%
242,407
+92,878
2223
$8.08M ﹤0.01%
553,518
+7,054
2224
$8.06M ﹤0.01%
307,098
-17,961
2225
$8.06M ﹤0.01%
354,243
-80,637