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
4701
$167K ﹤0.01%
30,474
+8,996
4702
$166K ﹤0.01%
48,792
+35,260
4703
$166K ﹤0.01%
67,813
+22,772
4704
$166K ﹤0.01%
105,016
+60,405
4705
$166K ﹤0.01%
9,359
+634
4706
$166K ﹤0.01%
27,473
+4,643
4707
$166K ﹤0.01%
8,140
+2,777
4708
$165K ﹤0.01%
2,141
-61,149
4709
$165K ﹤0.01%
7,720
+1,871
4710
$165K ﹤0.01%
108,907
+43,032
4711
$165K ﹤0.01%
12,474
+2,742
4712
$164K ﹤0.01%
+3,510
4713
$164K ﹤0.01%
11,749
-4,166
4714
$164K ﹤0.01%
10,769
+3,374
4715
$164K ﹤0.01%
11,869
+1,968
4716
$164K ﹤0.01%
32,008
-2,460
4717
$164K ﹤0.01%
13,425
-4,969
4718
$163K ﹤0.01%
8,975
4719
$163K ﹤0.01%
298
-99
4720
$163K ﹤0.01%
6,640
4721
$163K ﹤0.01%
789
+440
4722
$163K ﹤0.01%
9,421
+1,184
4723
$163K ﹤0.01%
13,744
+2,071
4724
$162K ﹤0.01%
6,783
+1,382
4725
$162K ﹤0.01%
38,783
+4,416