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
4101
$434K ﹤0.01%
31,889
+13,026
4102
$433K ﹤0.01%
47,063
-56,095
4103
$432K ﹤0.01%
31,320
-4,008
4104
$432K ﹤0.01%
12,719
-1,868
4105
$432K ﹤0.01%
37,660
-1,083
4106
$431K ﹤0.01%
39,671
+11,657
4107
$431K ﹤0.01%
19,464
-196,491
4108
$430K ﹤0.01%
20,968
+11,205
4109
$430K ﹤0.01%
25,181
-25,163
4110
$429K ﹤0.01%
30,736
+9,032
4111
$428K ﹤0.01%
1,174
-6,044
4112
$428K ﹤0.01%
236,600
-160,144
4113
$423K ﹤0.01%
44,621
+10,237
4114
$423K ﹤0.01%
12,654
-111
4115
$422K ﹤0.01%
6,455
-5,148
4116
$421K ﹤0.01%
49,506
+23,488
4117
$421K ﹤0.01%
+5
4118
$420K ﹤0.01%
1,498
-2,248
4119
$420K ﹤0.01%
10,735
-5,649
4120
$420K ﹤0.01%
52,626
-14,497
4121
$420K ﹤0.01%
15,288
-3,161
4122
$418K ﹤0.01%
32,739
-4,340
4123
$418K ﹤0.01%
11,752
+5,197
4124
$417K ﹤0.01%
120,283
-811,958
4125
$416K ﹤0.01%
52,779
+43,149