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
2326
$7.24M ﹤0.01%
175,073
-30,907
2327
$7.24M ﹤0.01%
121,454
-26,998
2328
$7.23M ﹤0.01%
642,278
+68,227
2329
$7.21M ﹤0.01%
290,094
+54,027
2330
$7.2M ﹤0.01%
231,109
+82,307
2331
$7.15M ﹤0.01%
296,761
-4,145
2332
$7.14M ﹤0.01%
298,078
+136,659
2333
$7.14M ﹤0.01%
47,734
-22,766
2334
$7.13M ﹤0.01%
473,809
+120,070
2335
$7.1M ﹤0.01%
157,263
+26,248
2336
$7.07M ﹤0.01%
480,643
-14,912
2337
$7.06M ﹤0.01%
392,991
-1,288,500
2338
$7.05M ﹤0.01%
271,548
+14,273
2339
$7.05M ﹤0.01%
57,472
-1,100
2340
$7.05M ﹤0.01%
134,723
-8,889
2341
$7.03M ﹤0.01%
55,524
-13,727
2342
$7.03M ﹤0.01%
76,628
-110,963
2343
$7M ﹤0.01%
332,716
-87,660
2344
$6.99M ﹤0.01%
293,362
+3,354
2345
$6.98M ﹤0.01%
338,070
-210,949
2346
$6.95M ﹤0.01%
132,748
+27,521
2347
$6.95M ﹤0.01%
29,639
+15,360
2348
$6.95M ﹤0.01%
453,489
-35,637
2349
$6.95M ﹤0.01%
276,479
-45,776
2350
$6.94M ﹤0.01%
328,464
+6,310