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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
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 +$5.3B
2 +$3.06B
3 +$818M
4
CVX icon
Chevron
CVX
+$808M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$785M

Top Sells

1 +$6.52B
2 +$2.06B
3 +$1.49B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$979M
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
6001
-2,520,320
6002
-112,977
6003
-893
6004
-133
6005
-50
6006
-54,985
6007
-594
6008
-219,540
6009
-1,608
6010
-259,277
6011
-400,059
6012
-1,748
6013
-6,857,301
6014
0
6015
-91,256
6016
0
6017
-75,090
6018
-1,481,153
6019
-65,906
6020
$0 ﹤0.01%
+5
6021
-6
6022
$0 ﹤0.01%
10
+3
6023
$0 ﹤0.01%
1
-42
6024
0
6025
$0 ﹤0.01%
20