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
2451
$6.08M ﹤0.01%
247,241
+46,917
2452
$6.06M ﹤0.01%
94,860
-124,750
2453
$6.05M ﹤0.01%
218,419
-7,655
2454
$6.04M ﹤0.01%
236,932
-22,517
2455
$6.03M ﹤0.01%
173,514
-34,014
2456
$6.01M ﹤0.01%
150,789
-122,637
2457
$5.99M ﹤0.01%
170,936
-45,658
2458
$5.99M ﹤0.01%
166,442
+5,881
2459
$5.99M ﹤0.01%
898,256
+486,248
2460
$5.98M ﹤0.01%
400,832
+45,026
2461
$5.97M ﹤0.01%
236,952
+35,714
2462
$5.95M ﹤0.01%
246,929
-27,487
2463
$5.95M ﹤0.01%
166,454
-246,278
2464
$5.93M ﹤0.01%
244,182
-20,977
2465
$5.93M ﹤0.01%
686,120
+37,537
2466
$5.93M ﹤0.01%
169,380
+1,905
2467
$5.93M ﹤0.01%
311,585
+70,955
2468
$5.91M ﹤0.01%
591,399
+160,321
2469
$5.91M ﹤0.01%
148,794
+41,908
2470
$5.9M ﹤0.01%
213,268
+8,192
2471
$5.88M ﹤0.01%
919,557
-35,007
2472
$5.88M ﹤0.01%
162,987
+11,765
2473
$5.88M ﹤0.01%
213,694
-93,545
2474
$5.85M ﹤0.01%
297,022
+118,521
2475
$5.85M ﹤0.01%
93,217
+7,276