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
2726
$6.96M ﹤0.01%
203,282
-14,209
2727
$6.95M ﹤0.01%
652,345
+9,755
2728
$6.95M ﹤0.01%
312,930
+177,003
2729
$6.92M ﹤0.01%
199,297
-13,746
2730
$6.91M ﹤0.01%
118,011
-2,591
2731
$6.91M ﹤0.01%
194,746
+8,847
2732
$6.91M ﹤0.01%
456,119
+24,916
2733
$6.89M ﹤0.01%
699,339
+500,000
2734
$6.89M ﹤0.01%
708,123
2735
$6.88M ﹤0.01%
235,280
+123,449
2736
$6.87M ﹤0.01%
1,314,838
-914,140
2737
$6.87M ﹤0.01%
134,466
-5,271
2738
$6.85M ﹤0.01%
106,389
-37,832
2739
$6.85M ﹤0.01%
197,807
+5,518
2740
$6.84M ﹤0.01%
338,751
+11,523
2741
$6.79M ﹤0.01%
112,497
+9,763
2742
$6.79M ﹤0.01%
265,451
+10,533
2743
$6.78M ﹤0.01%
133,753
+22,728
2744
$6.78M ﹤0.01%
146,726
+2,515
2745
$6.78M ﹤0.01%
286,326
-22,025
2746
$6.77M ﹤0.01%
378,568
-1,075,864
2747
$6.75M ﹤0.01%
694,366
-61,856
2748
$6.74M ﹤0.01%
160,128
+20,926
2749
$6.74M ﹤0.01%
109,660
+21,025
2750
$6.73M ﹤0.01%
1,004,259
+93,178