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
2576
$4.4M ﹤0.01%
154,943
-2,733
2577
$4.39M ﹤0.01%
186,279
+126,284
2578
$4.39M ﹤0.01%
310,594
-2,838
2579
$4.38M ﹤0.01%
158,234
+21,180
2580
$4.38M ﹤0.01%
49,774
-37,408
2581
$4.38M ﹤0.01%
314,560
-2,085
2582
$4.36M ﹤0.01%
144,080
+116
2583
$4.35M ﹤0.01%
179,653
-14,767
2584
$4.34M ﹤0.01%
190,685
-112,959
2585
$4.33M ﹤0.01%
154,468
+84,229
2586
$4.33M ﹤0.01%
60,928
-287
2587
$4.33M ﹤0.01%
310,816
+30,616
2588
$4.32M ﹤0.01%
60,195
-25,449
2589
$4.32M ﹤0.01%
428,561
-28,789
2590
$4.31M ﹤0.01%
113,462
+7,966
2591
$4.31M ﹤0.01%
528,929
+3,816
2592
$4.29M ﹤0.01%
328,513
-358,013
2593
$4.29M ﹤0.01%
101,730
-9,941
2594
$4.29M ﹤0.01%
282,000
-69,502
2595
$4.29M ﹤0.01%
1,261,295
-965,245
2596
$4.29M ﹤0.01%
151,542
+45,416
2597
$4.29M ﹤0.01%
931,385
-89,101
2598
$4.28M ﹤0.01%
250,861
+11,564
2599
$4.27M ﹤0.01%
115,336
+93,705
2600
$4.27M ﹤0.01%
130,837
-52,773