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
2526
$8.92M ﹤0.01%
400,494
+7,619
2527
$8.91M ﹤0.01%
88,611
+29,158
2528
$8.91M ﹤0.01%
189,084
+69
2529
$8.91M ﹤0.01%
178,210
+11,116
2530
$8.89M ﹤0.01%
218,381
-161,480
2531
$8.89M ﹤0.01%
110,702
+3,984
2532
$8.88M ﹤0.01%
358,767
+3,071
2533
$8.88M ﹤0.01%
177,279
-3,372
2534
$8.87M ﹤0.01%
299,547
-13,191
2535
$8.86M ﹤0.01%
136,157
-1,493
2536
$8.86M ﹤0.01%
241,623
+235,959
2537
$8.86M ﹤0.01%
326,165
-3,572
2538
$8.84M ﹤0.01%
127,762
+43,772
2539
$8.82M ﹤0.01%
+159,663
2540
$8.82M ﹤0.01%
69,444
-605
2541
$8.81M ﹤0.01%
401,060
-68,095
2542
$8.81M ﹤0.01%
170,851
+9,241
2543
$8.8M ﹤0.01%
375,674
+30,776
2544
$8.79M ﹤0.01%
521,944
+102,779
2545
$8.75M ﹤0.01%
1,897,597
+360,201
2546
$8.74M ﹤0.01%
992,539
-1,427
2547
$8.72M ﹤0.01%
107,269
-55,526
2548
$8.68M ﹤0.01%
315,319
-14,130
2549
$8.66M ﹤0.01%
1,302,013
+268,609
2550
$8.64M ﹤0.01%
664,399
+330