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
$624B
AUM Growth
+$95.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,701
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.23B
3 +$932M
4
CVX icon
Chevron
CVX
+$805M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$796M

Top Sells

1 +$6.87B
2 +$2.19B
3 +$1.49B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.05B
5
RTN
Raytheon Company
RTN
+$899M

Sector Composition

1 Technology 12.71%
2 Healthcare 8.21%
3 Financials 7.48%
4 Consumer Discretionary 6.15%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$4.8M ﹤0.01%
111,681
-40,485
2502
$4.8M ﹤0.01%
92,715
-94,620
2503
$4.79M ﹤0.01%
811,116
+86,422
2504
$4.77M ﹤0.01%
196,150
+26,171
2505
$4.76M ﹤0.01%
42,912
+9,398
2506
$4.76M ﹤0.01%
172,761
+45,284
2507
$4.73M ﹤0.01%
78,808
+25,531
2508
$4.73M ﹤0.01%
102,938
-5,926
2509
$4.73M ﹤0.01%
128,305
+6,625
2510
$4.72M ﹤0.01%
70,523
-108,224
2511
$4.72M ﹤0.01%
179,538
+116,648
2512
$4.71M ﹤0.01%
159,919
-1,106
2513
$4.7M ﹤0.01%
85,564
-79,640
2514
$4.7M ﹤0.01%
132,596
-87,753
2515
$4.7M ﹤0.01%
563,502
+160,881
2516
$4.69M ﹤0.01%
127,362
+33,294
2517
$4.69M ﹤0.01%
271,984
-21,634
2518
$4.69M ﹤0.01%
199,208
+47,965
2519
$4.67M ﹤0.01%
132,959
+33,848
2520
$4.66M ﹤0.01%
205,014
+15,009
2521
$4.65M ﹤0.01%
91,603
+1,920
2522
$4.64M ﹤0.01%
223,377
+200,880
2523
$4.64M ﹤0.01%
324,266
+87,915
2524
$4.63M ﹤0.01%
88,905
-15,965
2525
$4.63M ﹤0.01%
311,890
+5,664