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
4026
$493K ﹤0.01%
23,190
+1,888
4027
$492K ﹤0.01%
15,333
-5,112
4028
$491K ﹤0.01%
141,254
+24,807
4029
$488K ﹤0.01%
134,772
+86
4030
$488K ﹤0.01%
19,210
+2,459
4031
$487K ﹤0.01%
40,526
-44,994
4032
$487K ﹤0.01%
20,428
+1,219
4033
$487K ﹤0.01%
65,202
-1,538
4034
$486K ﹤0.01%
33,618
+9,648
4035
$485K ﹤0.01%
32,476
-40,255
4036
$485K ﹤0.01%
8,920
-1,539
4037
$482K ﹤0.01%
29,975
-6,469
4038
$481K ﹤0.01%
31,246
+9,287
4039
$481K ﹤0.01%
21,319
+1,309
4040
$480K ﹤0.01%
214,231
+184,515
4041
$480K ﹤0.01%
31,574
-2,935
4042
$479K ﹤0.01%
67,976
-30,320
4043
$479K ﹤0.01%
12,025
-27
4044
$479K ﹤0.01%
16,836
-171
4045
$479K ﹤0.01%
58,619
+9,998
4046
$478K ﹤0.01%
140,232
-242,823
4047
$478K ﹤0.01%
19,395
-19,613
4048
$478K ﹤0.01%
65,778
+18,496
4049
$478K ﹤0.01%
83,094
-116,689
4050
$475K ﹤0.01%
18,251
-640