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
5201
$59K ﹤0.01%
25,811
-25,951
5202
$59K ﹤0.01%
91,596
+90,676
5203
$58K ﹤0.01%
6,698
-45,567
5204
$58K ﹤0.01%
+3,811
5205
$58K ﹤0.01%
3,002
+2,809
5206
$58K ﹤0.01%
3,645
-9
5207
$58K ﹤0.01%
4,078
5208
$58K ﹤0.01%
666
-36,406
5209
$58K ﹤0.01%
3,008
+2,776
5210
$58K ﹤0.01%
14,349
+13,349
5211
$58K ﹤0.01%
6,594
+3,175
5212
$57K ﹤0.01%
52,246
-897,789
5213
$57K ﹤0.01%
11,577
-6,773
5214
$57K ﹤0.01%
19,286
+9,838
5215
$57K ﹤0.01%
17,086
-1,183
5216
$57K ﹤0.01%
8,248
-159,335
5217
$57K ﹤0.01%
1,300
+1,195
5218
$57K ﹤0.01%
2,018
-213
5219
$57K ﹤0.01%
32,626
-520,645
5220
$57K ﹤0.01%
11,229
+6,759
5221
$57K ﹤0.01%
3,974
+1,971
5222
$57K ﹤0.01%
+3
5223
$57K ﹤0.01%
30
-16
5224
$56K ﹤0.01%
13,760
+12,121
5225
$56K ﹤0.01%
26,000
-600