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
3626
$916K ﹤0.01%
91,571
-81,601
3627
$915K ﹤0.01%
57,916
-2,033
3628
$914K ﹤0.01%
31,228
+3,133
3629
$914K ﹤0.01%
36,945
+16,194
3630
$914K ﹤0.01%
210
-183
3631
$914K ﹤0.01%
15,220
+819
3632
$914K ﹤0.01%
119,365
+4,904
3633
$912K ﹤0.01%
38,796
-8,137
3634
$905K ﹤0.01%
96,633
+55,642
3635
$903K ﹤0.01%
60,922
-52,140
3636
$903K ﹤0.01%
44,626
-29,358
3637
$901K ﹤0.01%
76,383
-2,529
3638
$900K ﹤0.01%
67,317
-102,756
3639
$898K ﹤0.01%
202,912
+75,102
3640
$896K ﹤0.01%
30,425
+8,726
3641
$895K ﹤0.01%
126,578
+8,398
3642
$893K ﹤0.01%
106,185
+3,446
3643
$893K ﹤0.01%
45,677
-6,203
3644
$889K ﹤0.01%
12,964
-596
3645
$886K ﹤0.01%
521,260
3646
$884K ﹤0.01%
39,659
+33,005
3647
$883K ﹤0.01%
34,647
-12,357
3648
$880K ﹤0.01%
19,831
+10,982
3649
$877K ﹤0.01%
47,379
-138,973
3650
$877K ﹤0.01%
62,223
+35,521