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
2251
$7.93M ﹤0.01%
1,145,631
+310,574
2252
$7.9M ﹤0.01%
233,652
-384,685
2253
$7.89M ﹤0.01%
26,905
+8,462
2254
$7.89M ﹤0.01%
150,010
-26,766
2255
$7.87M ﹤0.01%
252,063
+3,949
2256
$7.85M ﹤0.01%
701,090
+146,142
2257
$7.84M ﹤0.01%
71,762
-1,189
2258
$7.83M ﹤0.01%
45,490
+9,487
2259
$7.83M ﹤0.01%
136,928
+24,176
2260
$7.82M ﹤0.01%
147,353
+54,308
2261
$7.81M ﹤0.01%
699,170
-107,045
2262
$7.79M ﹤0.01%
417,975
+158,620
2263
$7.79M ﹤0.01%
114,968
+47,510
2264
$7.78M ﹤0.01%
+193,309
2265
$7.77M ﹤0.01%
152,514
-36,530
2266
$7.77M ﹤0.01%
203,605
+32,431
2267
$7.76M ﹤0.01%
551,332
+10,774
2268
$7.76M ﹤0.01%
165,141
+1,683
2269
$7.75M ﹤0.01%
362,043
+25,414
2270
$7.71M ﹤0.01%
229,430
-7,886
2271
$7.7M ﹤0.01%
134,410
+16,322
2272
$7.7M ﹤0.01%
362,359
+79,306
2273
$7.69M ﹤0.01%
840,390
-253,345
2274
$7.68M ﹤0.01%
168,645
+13,002
2275
$7.68M ﹤0.01%
355,035
+13,160