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
3926
$565K ﹤0.01%
14,055
+3,418
3927
$561K ﹤0.01%
35,308
+6,938
3928
$560K ﹤0.01%
20,417
-989
3929
$560K ﹤0.01%
29,882
+1,503
3930
$559K ﹤0.01%
3,687
-1,913
3931
$559K ﹤0.01%
74,630
-73,139
3932
$558K ﹤0.01%
40,982
-3,060
3933
$557K ﹤0.01%
10,858
-1,065
3934
$557K ﹤0.01%
83,506
+52,677
3935
$557K ﹤0.01%
31,403
-5,147
3936
$557K ﹤0.01%
18,148
-45,441
3937
$557K ﹤0.01%
34,337
-44,492
3938
$556K ﹤0.01%
+36,808
3939
$552K ﹤0.01%
16,558
+9,311
3940
$551K ﹤0.01%
7,980
+2,035
3941
$550K ﹤0.01%
27,443
-9,242
3942
$550K ﹤0.01%
38,127
+11,414
3943
$550K ﹤0.01%
84,248
+3,438
3944
$548K ﹤0.01%
21,725
-6,126
3945
$546K ﹤0.01%
21,811
+7,670
3946
$545K ﹤0.01%
50,813
+26,768
3947
$545K ﹤0.01%
41,056
+12,250
3948
$544K ﹤0.01%
3,682
-13,358
3949
$544K ﹤0.01%
28,236
+13,772
3950
$543K ﹤0.01%
19,141
-256