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
2301
$6.5M ﹤0.01%
479,633
+65,852
2302
$6.5M ﹤0.01%
88,097
+43,107
2303
$6.5M ﹤0.01%
595,536
+177,846
2304
$6.5M ﹤0.01%
186,491
-31,025
2305
$6.47M ﹤0.01%
266,549
+3,972
2306
$6.46M ﹤0.01%
793,123
+343,100
2307
$6.46M ﹤0.01%
472,164
-93,174
2308
$6.46M ﹤0.01%
249,539
-23,690
2309
$6.45M ﹤0.01%
125,541
-46,282
2310
$6.45M ﹤0.01%
468,466
-50,425
2311
$6.44M ﹤0.01%
152,943
+6,327
2312
$6.43M ﹤0.01%
87,177
-3,956
2313
$6.42M ﹤0.01%
118,357
-1,151
2314
$6.42M ﹤0.01%
96,205
-47,016
2315
$6.42M ﹤0.01%
277,722
+63,870
2316
$6.42M ﹤0.01%
237,616
+22,066
2317
$6.4M ﹤0.01%
587,211
-317,461
2318
$6.39M ﹤0.01%
225,325
-2,544
2319
$6.38M ﹤0.01%
111,806
+43,246
2320
$6.38M ﹤0.01%
1,156,348
-499,954
2321
$6.38M ﹤0.01%
833,892
+520,830
2322
$6.34M ﹤0.01%
149,604
-39,202
2323
$6.34M ﹤0.01%
305,468
-16,624
2324
$6.33M ﹤0.01%
229,379
+11,722
2325
$6.31M ﹤0.01%
233,144
+14,818