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
2051
$8.87M ﹤0.01%
451,590
-38,816
2052
$8.87M ﹤0.01%
201,288
+14,263
2053
$8.85M ﹤0.01%
579,492
+178,857
2054
$8.84M ﹤0.01%
997,656
+557,419
2055
$8.84M ﹤0.01%
224,423
-5,894
2056
$8.84M ﹤0.01%
907,030
+497,381
2057
$8.82M ﹤0.01%
463,476
+301,766
2058
$8.81M ﹤0.01%
210,274
+81,507
2059
$8.8M ﹤0.01%
75,954
-5,949
2060
$8.78M ﹤0.01%
285,740
-76,633
2061
$8.75M ﹤0.01%
133,205
+95,081
2062
$8.75M ﹤0.01%
612,656
-232,285
2063
$8.69M ﹤0.01%
299,685
+2,823
2064
$8.67M ﹤0.01%
524,929
-197,604
2065
$8.67M ﹤0.01%
334,488
-26,297
2066
$8.65M ﹤0.01%
41,460
-2,392
2067
$8.62M ﹤0.01%
736,002
+17,797
2068
$8.62M ﹤0.01%
38,278
+7,620
2069
$8.62M ﹤0.01%
225,243
+17,916
2070
$8.61M ﹤0.01%
155,316
-167,397
2071
$8.61M ﹤0.01%
665,371
-635,684
2072
$8.61M ﹤0.01%
209,638
+59,766
2073
$8.57M ﹤0.01%
315,925
+55,170
2074
$8.56M ﹤0.01%
171,859
+15,932
2075
$8.56M ﹤0.01%
64,645
-3,359