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
5601
$14K ﹤0.01%
1,600
-94
5602
$14K ﹤0.01%
11,300
-11,376
5603
$14K ﹤0.01%
+12,000
5604
$14K ﹤0.01%
7,114
-48,286
5605
$14K ﹤0.01%
6,226
+901
5606
$14K ﹤0.01%
3,775
+1,428
5607
$13K ﹤0.01%
875
5608
$13K ﹤0.01%
260
+78
5609
$13K ﹤0.01%
570
-1,211
5610
$13K ﹤0.01%
500
5611
$13K ﹤0.01%
2,546
-15,417
5612
$13K ﹤0.01%
10,361
+8,810
5613
$13K ﹤0.01%
2,042
-788
5614
$13K ﹤0.01%
3,050
+1,432
5615
$13K ﹤0.01%
677
-676
5616
$13K ﹤0.01%
1,285
+1,256
5617
$13K ﹤0.01%
9,183
-6,365
5618
$13K ﹤0.01%
138
-30
5619
$13K ﹤0.01%
70,540
-7,854
5620
$13K ﹤0.01%
322
5621
$13K ﹤0.01%
284
5622
$13K ﹤0.01%
3,239
-850
5623
$12K ﹤0.01%
3,456
+186
5624
$12K ﹤0.01%
1,933
-3,162
5625
$12K ﹤0.01%
450