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
5051
$88K ﹤0.01%
+4,200
5052
$88K ﹤0.01%
4,439
+3,137
5053
$88K ﹤0.01%
153
+151
5054
$88K ﹤0.01%
19,979
+1,568
5055
$88K ﹤0.01%
2,525
+1,815
5056
$88K ﹤0.01%
6,318
+5,530
5057
$88K ﹤0.01%
8,448
+2,552
5058
$87K ﹤0.01%
4,422
-244
5059
$87K ﹤0.01%
11,526
+11,157
5060
$87K ﹤0.01%
2,559
-32
5061
$87K ﹤0.01%
5,303
5062
$87K ﹤0.01%
2,897
-1,029
5063
$87K ﹤0.01%
21,846
+13
5064
$86K ﹤0.01%
1,776
-3,733
5065
$86K ﹤0.01%
9,562
+7,437
5066
$86K ﹤0.01%
1,768
5067
$86K ﹤0.01%
24,049
+15,445
5068
$86K ﹤0.01%
2,668
+307
5069
$85K ﹤0.01%
13,530
-39,620
5070
$85K ﹤0.01%
4,087
-30
5071
$85K ﹤0.01%
1,925
5072
$85K ﹤0.01%
+3,085
5073
$85K ﹤0.01%
77,336
5074
$84K ﹤0.01%
3,452
-12,271
5075
$84K ﹤0.01%
2,869
+1,956