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
3201
$1.85M ﹤0.01%
133,510
+22,836
3202
$1.85M ﹤0.01%
89,454
+36,871
3203
$1.84M ﹤0.01%
87,969
-12,540
3204
$1.84M ﹤0.01%
242,942
+4,813
3205
$1.84M ﹤0.01%
41,518
-57,882
3206
$1.84M ﹤0.01%
136,117
-25,777
3207
$1.84M ﹤0.01%
51,166
-11,156
3208
$1.84M ﹤0.01%
56,107
+23,678
3209
$1.84M ﹤0.01%
154,004
-13,657
3210
$1.83M ﹤0.01%
57,263
-16,030
3211
$1.83M ﹤0.01%
60,173
-31,514
3212
$1.83M ﹤0.01%
100,567
+6,489
3213
$1.83M ﹤0.01%
72,026
-18,660
3214
$1.83M ﹤0.01%
76,202
-7,814
3215
$1.83M ﹤0.01%
373,469
-866,907
3216
$1.83M ﹤0.01%
142,791
+20,111
3217
$1.82M ﹤0.01%
160,389
-1,195
3218
$1.81M ﹤0.01%
126,955
-4,466
3219
$1.81M ﹤0.01%
189,756
-54,980
3220
$1.81M ﹤0.01%
67,182
-13,484
3221
$1.8M ﹤0.01%
116,741
+8,540
3222
$1.8M ﹤0.01%
44,380
-7,474
3223
$1.79M ﹤0.01%
107,180
+12,365
3224
$1.79M ﹤0.01%
59,455
+17,527
3225
$1.79M ﹤0.01%
41,788
+12,695