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
2276
$7.67M ﹤0.01%
193,316
-311
2277
$7.67M ﹤0.01%
514,675
+18,093
2278
$7.67M ﹤0.01%
480,052
-7,636,712
2279
$7.65M ﹤0.01%
143,107
-31,684
2280
$7.65M ﹤0.01%
452,137
-10,151
2281
$7.65M ﹤0.01%
295,464
-62,071
2282
$7.64M ﹤0.01%
147,110
+66,305
2283
$7.62M ﹤0.01%
82,603
-55,861
2284
$7.61M ﹤0.01%
221,300
-42,002
2285
$7.6M ﹤0.01%
191,232
-4,738
2286
$7.58M ﹤0.01%
447,141
+145,677
2287
$7.58M ﹤0.01%
314,670
-9,006
2288
$7.57M ﹤0.01%
148,014
-41,496
2289
$7.56M ﹤0.01%
227,481
-323,143
2290
$7.54M ﹤0.01%
411,633
-65,489
2291
$7.54M ﹤0.01%
159,080
+35,379
2292
$7.53M ﹤0.01%
866,080
+310,080
2293
$7.53M ﹤0.01%
274,639
-17,474
2294
$7.52M ﹤0.01%
156,063
+1,155
2295
$7.51M ﹤0.01%
64,966
-47,803
2296
$7.51M ﹤0.01%
119,874
-11,805
2297
$7.5M ﹤0.01%
304,698
+172,193
2298
$7.49M ﹤0.01%
125,446
+5,861
2299
$7.46M ﹤0.01%
121,872
-8,230
2300
$7.45M ﹤0.01%
+33,409