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
3951
$543K ﹤0.01%
26,693
+17,074
3952
$543K ﹤0.01%
29,833
+2,840
3953
$542K ﹤0.01%
14,927
+252
3954
$542K ﹤0.01%
9,132
-864
3955
$542K ﹤0.01%
35,758
+750
3956
$541K ﹤0.01%
46,356
+26,069
3957
$540K ﹤0.01%
57,335
+5,538
3958
$537K ﹤0.01%
30,435
+16,015
3959
$537K ﹤0.01%
29,841
+1,539
3960
$537K ﹤0.01%
23,477
+10,523
3961
$537K ﹤0.01%
274,380
-200,088
3962
$536K ﹤0.01%
21,367
+18,571
3963
$536K ﹤0.01%
56,917
+6,465
3964
$536K ﹤0.01%
1,963
+1,006
3965
$536K ﹤0.01%
51,066
+27,516
3966
$536K ﹤0.01%
13,964
+13,514
3967
$534K ﹤0.01%
+496
3968
$533K ﹤0.01%
17,274
-28,662
3969
$532K ﹤0.01%
86,391
+55,374
3970
$532K ﹤0.01%
14,236
-1,288
3971
$532K ﹤0.01%
33,197
+16,135
3972
$531K ﹤0.01%
13,047
-6,843
3973
$529K ﹤0.01%
87,464
+7,079
3974
$529K ﹤0.01%
33,575
-9
3975
$528K ﹤0.01%
51,175
+43,663