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
5151
$68K ﹤0.01%
1,601
-19,762
5152
$68K ﹤0.01%
12,471
+1,119
5153
$68K ﹤0.01%
29,907
-39,719
5154
$67K ﹤0.01%
8,933
+5,540
5155
$67K ﹤0.01%
2,989
5156
$67K ﹤0.01%
31,105
-16,411
5157
$67K ﹤0.01%
+268
5158
$67K ﹤0.01%
2,988
+1,821
5159
$67K ﹤0.01%
14,057
+4,901
5160
$67K ﹤0.01%
16,489
-25,763
5161
$66K ﹤0.01%
2,293
-459
5162
$66K ﹤0.01%
130
+5
5163
$66K ﹤0.01%
5,572
-624
5164
$65K ﹤0.01%
4,302
+808
5165
$65K ﹤0.01%
7,037
+4,515
5166
$65K ﹤0.01%
3,908
+1,066
5167
$64K ﹤0.01%
2,467
-321
5168
$64K ﹤0.01%
1,091
+939
5169
$64K ﹤0.01%
2,750
+2,200
5170
$64K ﹤0.01%
44,285
+6,523
5171
$64K ﹤0.01%
6,500
-2,239
5172
$64K ﹤0.01%
234,336
+164,831
5173
$64K ﹤0.01%
5,198
-8,937
5174
$63K ﹤0.01%
2,915
+1,793
5175
$63K ﹤0.01%
8,577
+621