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
4001
$510K ﹤0.01%
35,211
-15,591
4002
$510K ﹤0.01%
62,675
+45,646
4003
$509K ﹤0.01%
60,775
-78,920
4004
$507K ﹤0.01%
30,597
-35,446
4005
$507K ﹤0.01%
68,458
-132,759
4006
$506K ﹤0.01%
98,724
+46,838
4007
$505K ﹤0.01%
38,081
-18,710
4008
$505K ﹤0.01%
28,683
+11,683
4009
$504K ﹤0.01%
6,049
+315
4010
$503K ﹤0.01%
100,356
-88,850
4011
$503K ﹤0.01%
29,075
+6,353
4012
$502K ﹤0.01%
39,565
+23,608
4013
$502K ﹤0.01%
36,292
-9,410
4014
$501K ﹤0.01%
11,881
+493
4015
$501K ﹤0.01%
18,692
-61,335
4016
$501K ﹤0.01%
5,416
-40
4017
$500K ﹤0.01%
481,631
-6,498
4018
$500K ﹤0.01%
65,859
+26,610
4019
$499K ﹤0.01%
17,666
-6,407
4020
$497K ﹤0.01%
13,026
+4,210
4021
$496K ﹤0.01%
15,956
+6,004
4022
$496K ﹤0.01%
25,360
-2,772
4023
$496K ﹤0.01%
6,612
+332
4024
$495K ﹤0.01%
103,176
+5,023
4025
$494K ﹤0.01%
595,020
+249,659