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
2376
$6.66M ﹤0.01%
237,892
+15,276
2377
$6.66M ﹤0.01%
429,153
-30,595
2378
$6.66M ﹤0.01%
253,718
-17,024
2379
$6.64M ﹤0.01%
160,174
-219,337
2380
$6.64M ﹤0.01%
227,528
+11,091
2381
$6.64M ﹤0.01%
243,802
-30,005
2382
$6.61M ﹤0.01%
82,058
-38,101
2383
$6.6M ﹤0.01%
218,346
+13,916
2384
$6.59M ﹤0.01%
132,321
+46,138
2385
$6.58M ﹤0.01%
616,943
+148,816
2386
$6.58M ﹤0.01%
125,732
+8,926
2387
$6.57M ﹤0.01%
119,019
+62,052
2388
$6.55M ﹤0.01%
229,311
+13,365
2389
$6.55M ﹤0.01%
166,520
-251,372
2390
$6.55M ﹤0.01%
90,140
+3,522
2391
$6.53M ﹤0.01%
76,141
-160,561
2392
$6.53M ﹤0.01%
573,594
+96,102
2393
$6.51M ﹤0.01%
73,475
-100,390
2394
$6.5M ﹤0.01%
322,932
-167,952
2395
$6.5M ﹤0.01%
240,285
+47,378
2396
$6.49M ﹤0.01%
151,582
-817
2397
$6.47M ﹤0.01%
373,206
-535,784
2398
$6.46M ﹤0.01%
158,286
-3,637
2399
$6.45M ﹤0.01%
491,226
+18,145
2400
$6.45M ﹤0.01%
307,704
+12,226