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
2351
$6.93M ﹤0.01%
164,082
+120,926
2352
$6.93M ﹤0.01%
269,462
-13,840
2353
$6.93M ﹤0.01%
68,654
+20,906
2354
$6.92M ﹤0.01%
216,333
+9,438
2355
$6.91M ﹤0.01%
129,698
-18,743
2356
$6.89M ﹤0.01%
206,798
+8,225
2357
$6.87M ﹤0.01%
706,269
+364,294
2358
$6.85M ﹤0.01%
183,909
+51,434
2359
$6.83M ﹤0.01%
133,081
-20,463
2360
$6.82M ﹤0.01%
257,960
-18,422
2361
$6.81M ﹤0.01%
119,564
+8,680
2362
$6.8M ﹤0.01%
329,438
-32,974
2363
$6.79M ﹤0.01%
116,005
+13,012
2364
$6.78M ﹤0.01%
61,056
+11,013
2365
$6.78M ﹤0.01%
441,449
+372,378
2366
$6.77M ﹤0.01%
+135,500
2367
$6.73M ﹤0.01%
140,666
-20,416
2368
$6.72M ﹤0.01%
835,212
-1,555,212
2369
$6.71M ﹤0.01%
207,581
+125,366
2370
$6.7M ﹤0.01%
263,931
+33,668
2371
$6.7M ﹤0.01%
672,840
+165,556
2372
$6.7M ﹤0.01%
218,921
+30,591
2373
$6.7M ﹤0.01%
266,074
-176,704
2374
$6.68M ﹤0.01%
128,435
+73,918
2375
$6.68M ﹤0.01%
223,916
+18,457