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
3801
$697K ﹤0.01%
13,008
+2,176
3802
$697K ﹤0.01%
96,500
+56,598
3803
$697K ﹤0.01%
141,540
+2,735
3804
$696K ﹤0.01%
7,546
-21,998
3805
$695K ﹤0.01%
51,733
-219
3806
$693K ﹤0.01%
78,074
+9,146
3807
$692K ﹤0.01%
35,990
-5,562
3808
$692K ﹤0.01%
32,730
-6,481
3809
$689K ﹤0.01%
38,941
+8,979
3810
$688K ﹤0.01%
28,123
+970
3811
$683K ﹤0.01%
40,286
+5,900
3812
$680K ﹤0.01%
94,090
-10,857
3813
$680K ﹤0.01%
25,594
-19,422
3814
$679K ﹤0.01%
104,518
-10,140
3815
$679K ﹤0.01%
45,822
+18,923
3816
$676K ﹤0.01%
44,560
-565
3817
$674K ﹤0.01%
95,930
-3,516
3818
$673K ﹤0.01%
28,409
-13,204
3819
$672K ﹤0.01%
29,987
+1,533
3820
$672K ﹤0.01%
20,412
-1,823
3821
$670K ﹤0.01%
61,713
-8,293
3822
$669K ﹤0.01%
107,273
-73,267
3823
$669K ﹤0.01%
46,813
-6,923
3824
$666K ﹤0.01%
23,860
+1,694
3825
$666K ﹤0.01%
19,897
-7,796