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
$890B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,717
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.03B
3 +$971M
4
SHW icon
Sherwin-Williams
SHW
+$952M
5
VT icon
Vanguard Total World Stock ETF
VT
+$868M

Top Sells

1 +$6.79B
2 +$1.12B
3 +$892M
4
STZ icon
Constellation Brands
STZ
+$790M
5
MXIM
Maxim Integrated Products
MXIM
+$622M

Sector Composition

1 Technology 13.09%
2 Financials 8.27%
3 Healthcare 7.36%
4 Consumer Discretionary 6.3%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$9.5M ﹤0.01%
235,610
+63,655
2477
$9.49M ﹤0.01%
222,460
-45,764
2478
$9.47M ﹤0.01%
176,450
-19,500
2479
$9.44M ﹤0.01%
203,703
-30,628
2480
$9.43M ﹤0.01%
658,703
-6,643
2481
$9.42M ﹤0.01%
334,495
+47,520
2482
$9.42M ﹤0.01%
213,816
+3,529
2483
$9.42M ﹤0.01%
271,699
-29,698
2484
$9.42M ﹤0.01%
151,670
+127,274
2485
$9.41M ﹤0.01%
100,692
+21,807
2486
$9.41M ﹤0.01%
260,568
-20,100
2487
$9.41M ﹤0.01%
103,582
-1,766
2488
$9.41M ﹤0.01%
1,079,914
+980,075
2489
$9.39M ﹤0.01%
408,516
-9,770
2490
$9.38M ﹤0.01%
110,314
+110,192
2491
$9.35M ﹤0.01%
303,333
+35,281
2492
$9.34M ﹤0.01%
96,786
-9,213
2493
$9.34M ﹤0.01%
583,629
+373,233
2494
$9.32M ﹤0.01%
233,778
-27,063
2495
$9.3M ﹤0.01%
195,020
-5,935
2496
$9.3M ﹤0.01%
270,401
+3,155
2497
$9.26M ﹤0.01%
267,905
+6,784
2498
$9.25M ﹤0.01%
105,857
+96,477
2499
$9.23M ﹤0.01%
106,003
+2,932
2500
$9.23M ﹤0.01%
279,972
+39,593