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
4501
$230K ﹤0.01%
+9,096
4502
$230K ﹤0.01%
16,826
+5,842
4503
$230K ﹤0.01%
162,767
-755,341
4504
$229K ﹤0.01%
27,122
+9,241
4505
$228K ﹤0.01%
17,403
-3,199
4506
$228K ﹤0.01%
22,239
-12,232
4507
$228K ﹤0.01%
19,798
-2,000
4508
$228K ﹤0.01%
22,542
-1,690
4509
$228K ﹤0.01%
62,392
-10,461
4510
$227K ﹤0.01%
29,053
+25,463
4511
$227K ﹤0.01%
54,556
-49
4512
$226K ﹤0.01%
7,908
-1,254
4513
$226K ﹤0.01%
12,875
-4,305
4514
$226K ﹤0.01%
16,748
+6,829
4515
$226K ﹤0.01%
58
+40
4516
$225K ﹤0.01%
88,049
4517
$225K ﹤0.01%
18,690
4518
$224K ﹤0.01%
14,372
+512
4519
$224K ﹤0.01%
5,429
-2,842
4520
$223K ﹤0.01%
20,013
-23,301
4521
$222K ﹤0.01%
5,909
+3,496
4522
$222K ﹤0.01%
51,017
-20,494
4523
$222K ﹤0.01%
25,611
-3,827
4524
$222K ﹤0.01%
19,194
-14,616
4525
$221K ﹤0.01%
22,732
-6,000