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
2426
$6.26M ﹤0.01%
114,108
+111,291
2427
$6.26M ﹤0.01%
407,049
-36,405
2428
$6.25M ﹤0.01%
361,310
-136,334
2429
$6.24M ﹤0.01%
810,141
-7,093
2430
$6.23M ﹤0.01%
132,695
-299,997
2431
$6.22M ﹤0.01%
528,639
+19,590
2432
$6.21M ﹤0.01%
234,560
-1,497
2433
$6.21M ﹤0.01%
303,891
+85,692
2434
$6.21M ﹤0.01%
221,551
+1,773
2435
$6.21M ﹤0.01%
130,729
-44,343
2436
$6.21M ﹤0.01%
310,227
+4,735
2437
$6.2M ﹤0.01%
1,012,734
+54,135
2438
$6.17M ﹤0.01%
543,081
+159,539
2439
$6.17M ﹤0.01%
120,010
-72,950
2440
$6.17M ﹤0.01%
186,537
+80,242
2441
$6.16M ﹤0.01%
317,654
-139,652
2442
$6.15M ﹤0.01%
230,980
+19,684
2443
$6.14M ﹤0.01%
460,017
+2,510
2444
$6.13M ﹤0.01%
288,532
-42,626
2445
$6.13M ﹤0.01%
253,901
-60,309
2446
$6.11M ﹤0.01%
108,068
-709
2447
$6.11M ﹤0.01%
244,730
-3,525
2448
$6.09M ﹤0.01%
434,064
-71,807
2449
$6.09M ﹤0.01%
348,293
-13,264
2450
$6.08M ﹤0.01%
386,803
+45,740