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
5001
$98K ﹤0.01%
5,614
+1,708
5002
$98K ﹤0.01%
1,804
+358
5003
$98K ﹤0.01%
14,079
+5,996
5004
$97K ﹤0.01%
4,131
+1,566
5005
$97K ﹤0.01%
2,000
-1
5006
$97K ﹤0.01%
3,030
+42
5007
$97K ﹤0.01%
1,473
-116
5008
$97K ﹤0.01%
3,022
+1,002
5009
$97K ﹤0.01%
5,775
+1,860
5010
$96K ﹤0.01%
11,249
-11,864
5011
$96K ﹤0.01%
4,266
+3,868
5012
$96K ﹤0.01%
69,768
-39,861
5013
$96K ﹤0.01%
481,618
-150,000
5014
$95K ﹤0.01%
17,528
+8,245
5015
$95K ﹤0.01%
132
+130
5016
$95K ﹤0.01%
12,921
-178
5017
$95K ﹤0.01%
+5,700
5018
$94K ﹤0.01%
3,743
+3,193
5019
$94K ﹤0.01%
4,201
-3,245
5020
$94K ﹤0.01%
24,099
-4,720
5021
$94K ﹤0.01%
29,095
-23,218
5022
$93K ﹤0.01%
782
+250
5023
$93K ﹤0.01%
8,390
+3,488
5024
$93K ﹤0.01%
3,011
-3,052
5025
$93K ﹤0.01%
1,656
-68,975