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
5501
$23K ﹤0.01%
+1,000
5502
$23K ﹤0.01%
16,639
+615
5503
$22K ﹤0.01%
2,190
-115
5504
0
5505
$22K ﹤0.01%
7,508
+3,966
5506
$22K ﹤0.01%
11,781
-50,000
5507
$22K ﹤0.01%
613
-250
5508
$22K ﹤0.01%
15,792
+12,446
5509
$22K ﹤0.01%
1,378
-8,205
5510
$22K ﹤0.01%
929
5511
$22K ﹤0.01%
6,600
-3,055
5512
$22K ﹤0.01%
3,128
+758
5513
$22K ﹤0.01%
729
-480
5514
$21K ﹤0.01%
2,600
-468
5515
$21K ﹤0.01%
9,081
+3,306
5516
$21K ﹤0.01%
2,974
+154
5517
$21K ﹤0.01%
8,528
5518
$21K ﹤0.01%
443
+357
5519
$21K ﹤0.01%
2,041
-1,620
5520
$21K ﹤0.01%
1,735
+1,542
5521
$21K ﹤0.01%
618
+266
5522
$21K ﹤0.01%
942
+507
5523
$21K ﹤0.01%
+3,645
5524
$21K ﹤0.01%
9,417
-272
5525
$21K ﹤0.01%
4,559
-6,017