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
5101
$77K ﹤0.01%
18,463
+9,178
5102
$76K ﹤0.01%
9,697
-14,038
5103
$76K ﹤0.01%
4,775
+100
5104
$76K ﹤0.01%
6,398
-8,620
5105
$76K ﹤0.01%
10,988
-57
5106
$76K ﹤0.01%
16,996
-18,750
5107
$76K ﹤0.01%
8,065
+565
5108
$76K ﹤0.01%
90,000
5109
$76K ﹤0.01%
13,262
+2,907
5110
$75K ﹤0.01%
6,659
+3,317
5111
$75K ﹤0.01%
2,754
+702
5112
$75K ﹤0.01%
5,250
5113
$75K ﹤0.01%
+5,380
5114
$75K ﹤0.01%
1,000
5115
$75K ﹤0.01%
2,677
-3,731
5116
$75K ﹤0.01%
5,212
-9,655
5117
$75K ﹤0.01%
5,930
+2,078
5118
$74K ﹤0.01%
16,429
+2,104
5119
$74K ﹤0.01%
7,010
+5,832
5120
$74K ﹤0.01%
10,754
-1,052
5121
$73K ﹤0.01%
11,200
-16,151
5122
$73K ﹤0.01%
1,187
+1,168
5123
$73K ﹤0.01%
8,200
+4,235
5124
$73K ﹤0.01%
15,647
+15,401
5125
$72K ﹤0.01%
+11