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
1926
$10.4M ﹤0.01%
17,842
+5,772
1927
$10.4M ﹤0.01%
69,712
-53,372
1928
$10.4M ﹤0.01%
1,016,843
-1,189,397
1929
$10.4M ﹤0.01%
270,995
-38,254
1930
$10.4M ﹤0.01%
293,350
-368,115
1931
$10.4M ﹤0.01%
1,065,920
-258,565
1932
$10.4M ﹤0.01%
417,821
+38,966
1933
$10.4M ﹤0.01%
508,376
-295,809
1934
$10.4M ﹤0.01%
134,245
+24,786
1935
$10.4M ﹤0.01%
203,328
+57,681
1936
$10.4M ﹤0.01%
953,315
-42,155
1937
$10.3M ﹤0.01%
431,515
-21,327
1938
$10.3M ﹤0.01%
1,522,907
+143,593
1939
$10.3M ﹤0.01%
160,521
-38,622
1940
$10.3M ﹤0.01%
292,261
-70,998
1941
$10.3M ﹤0.01%
915,270
+462,406
1942
$10.3M ﹤0.01%
158,622
-60,388
1943
$10.3M ﹤0.01%
67,732
-51,926
1944
$10.2M ﹤0.01%
1,485,778
-812,137
1945
$10.2M ﹤0.01%
509,148
-661,302
1946
$10.2M ﹤0.01%
438,807
-115,446
1947
$10.2M ﹤0.01%
669,356
+72,143
1948
$10.2M ﹤0.01%
199,852
-58,319
1949
$10.2M ﹤0.01%
113,411
+37,000
1950
$10.2M ﹤0.01%
405,351
-452,935