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
2301
$7.43M ﹤0.01%
602,943
+47,043
2302
$7.43M ﹤0.01%
68,404
-16,913
2303
$7.43M ﹤0.01%
222,982
+21,074
2304
$7.43M ﹤0.01%
501,860
+79,163
2305
$7.42M ﹤0.01%
460,356
-113,228
2306
$7.42M ﹤0.01%
489,887
-47,867
2307
$7.4M ﹤0.01%
273,176
-5,061
2308
$7.39M ﹤0.01%
308,627
-118,932
2309
$7.39M ﹤0.01%
68,109
-100,045
2310
$7.38M ﹤0.01%
819,174
-353,752
2311
$7.36M ﹤0.01%
568,343
-13,718
2312
$7.36M ﹤0.01%
215,484
+47,781
2313
$7.35M ﹤0.01%
343,999
-163,270
2314
$7.34M ﹤0.01%
+134,060
2315
$7.33M ﹤0.01%
87,444
-11,612
2316
$7.33M ﹤0.01%
90,821
+5,331
2317
$7.29M ﹤0.01%
490,778
+38,071
2318
$7.29M ﹤0.01%
505,607
-272,074
2319
$7.29M ﹤0.01%
111,579
-93,967
2320
$7.27M ﹤0.01%
573,323
+56,465
2321
$7.27M ﹤0.01%
167,133
-33,319
2322
$7.27M ﹤0.01%
118,621
+23,581
2323
$7.26M ﹤0.01%
275,785
+41,167
2324
$7.25M ﹤0.01%
775,714
+10,833
2325
$7.25M ﹤0.01%
416,902
-84,250