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
2226
$8.06M ﹤0.01%
237,702
+71,703
2227
$8.05M ﹤0.01%
390,385
+98,830
2228
$8.05M ﹤0.01%
284,546
+22,660
2229
$8.04M ﹤0.01%
398,426
+5,938
2230
$8.04M ﹤0.01%
410,768
+19,448
2231
$8.03M ﹤0.01%
509,127
-13,348
2232
$8.03M ﹤0.01%
607,965
+368,570
2233
$8.02M ﹤0.01%
115,506
-24,231
2234
$8.01M ﹤0.01%
149,702
+37,634
2235
$8.01M ﹤0.01%
671,664
+86,602
2236
$8M ﹤0.01%
169,783
+134,016
2237
$7.99M ﹤0.01%
141,622
-413
2238
$7.98M ﹤0.01%
507,284
+135,710
2239
$7.98M ﹤0.01%
925,560
-241,424
2240
$7.98M ﹤0.01%
227,273
+27,274
2241
$7.97M ﹤0.01%
47,720
-1,888
2242
$7.97M ﹤0.01%
195,725
-245,491
2243
$7.96M ﹤0.01%
293,358
-41,084
2244
$7.96M ﹤0.01%
213,546
+15,923
2245
$7.95M ﹤0.01%
279,104
-57,537
2246
$7.94M ﹤0.01%
270,895
+162,495
2247
$7.94M ﹤0.01%
301,480
-10,860
2248
$7.94M ﹤0.01%
305,585
-145,804
2249
$7.94M ﹤0.01%
140,745
-21,984
2250
$7.94M ﹤0.01%
441,371
-159,565