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
3226
$1.79M ﹤0.01%
246,968
+31,068
3227
$1.79M ﹤0.01%
143,669
+51,413
3228
$1.79M ﹤0.01%
89,880
-10,355
3229
$1.78M ﹤0.01%
34,758
+11,197
3230
$1.78M ﹤0.01%
239,834
-651,855
3231
$1.78M ﹤0.01%
143,649
-15,748
3232
$1.78M ﹤0.01%
65,645
-185,672
3233
$1.78M ﹤0.01%
207,500
-38,368
3234
$1.78M ﹤0.01%
24,763
-10,618
3235
$1.77M ﹤0.01%
232,434
+121,375
3236
$1.77M ﹤0.01%
165,949
-154,935
3237
$1.77M ﹤0.01%
30,543
-37,983
3238
$1.76M ﹤0.01%
595,738
-114,160
3239
$1.76M ﹤0.01%
64,433
+31,975
3240
$1.75M ﹤0.01%
110,890
+11,377
3241
$1.75M ﹤0.01%
117,541
-234,580
3242
$1.75M ﹤0.01%
22,866
+1,864
3243
$1.74M ﹤0.01%
38,642
-25,863
3244
$1.74M ﹤0.01%
23,242
+20,483
3245
$1.73M ﹤0.01%
68,557
-9,071
3246
$1.73M ﹤0.01%
89,975
-27,654
3247
$1.73M ﹤0.01%
43,718
+36,046
3248
$1.73M ﹤0.01%
67,430
-26,792
3249
$1.72M ﹤0.01%
60,956
-1,416
3250
$1.72M ﹤0.01%
68,217
+23,423