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
2751
$6.72M ﹤0.01%
117,973
+23,062
2752
$6.71M ﹤0.01%
156,880
+27,889
2753
$6.69M ﹤0.01%
188,236
+12,293
2754
$6.68M ﹤0.01%
130,250
+2,452
2755
$6.67M ﹤0.01%
162,096
+124,087
2756
$6.66M ﹤0.01%
388,609
+80,452
2757
$6.65M ﹤0.01%
120,522
+30,064
2758
$6.65M ﹤0.01%
450,317
+39,135
2759
$6.64M ﹤0.01%
259,772
-20,024
2760
$6.63M ﹤0.01%
120,050
+1,625
2761
$6.62M ﹤0.01%
1,032,285
-80,769
2762
$6.61M ﹤0.01%
651,668
-52,682
2763
$6.61M ﹤0.01%
392,424
-17,727
2764
$6.6M ﹤0.01%
25,533
+341
2765
$6.57M ﹤0.01%
152,857
+29,833
2766
$6.57M ﹤0.01%
532,600
-1,354,295
2767
$6.56M ﹤0.01%
429,090
+3,157
2768
$6.55M ﹤0.01%
35,249
+1,608
2769
$6.55M ﹤0.01%
434,002
-25,162
2770
$6.55M ﹤0.01%
32,394
+583
2771
$6.52M ﹤0.01%
58,946
+8,564
2772
$6.52M ﹤0.01%
176,843
+60,672
2773
$6.51M ﹤0.01%
110,865
+3,369
2774
$6.51M ﹤0.01%
137,392
-2,706
2775
$6.5M ﹤0.01%
686,329
-1,461