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
3701
$812K ﹤0.01%
46,676
+11,292
3702
$812K ﹤0.01%
14,139
-53,235
3703
$811K ﹤0.01%
32,035
-2,228
3704
$810K ﹤0.01%
1,079,662
-2,463,650
3705
$810K ﹤0.01%
28,739
-123,427
3706
$809K ﹤0.01%
33,410
+5,801
3707
$808K ﹤0.01%
108,021
+107,844
3708
$807K ﹤0.01%
59,541
+20,811
3709
$806K ﹤0.01%
27,441
+10,479
3710
$805K ﹤0.01%
30,198
+16,091
3711
$805K ﹤0.01%
86,874
-6,569
3712
$804K ﹤0.01%
130,466
-32,756
3713
$803K ﹤0.01%
157,701
+79,922
3714
$803K ﹤0.01%
22,085
+7,789
3715
$802K ﹤0.01%
22,665
-1,524
3716
$801K ﹤0.01%
15,027
-571
3717
$799K ﹤0.01%
111,491
-17,171
3718
$798K ﹤0.01%
64,818
-1,300
3719
$797K ﹤0.01%
6,576
+624
3720
$797K ﹤0.01%
48,118
-68,082
3721
$796K ﹤0.01%
22,848
+990
3722
$794K ﹤0.01%
14,320
+13,982
3723
$790K ﹤0.01%
28,513
-9,549
3724
$789K ﹤0.01%
17,766
-37,230
3725
$789K ﹤0.01%
61,623
-44,262