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
2826
$6.14M ﹤0.01%
269,147
+141,372
2827
$6.14M ﹤0.01%
124,386
-593,786
2828
$6.14M ﹤0.01%
25,939
+5,822
2829
$6.12M ﹤0.01%
610,922
2830
$6.1M ﹤0.01%
227,068
-1,429
2831
$6.1M ﹤0.01%
148,076
-67,097
2832
$6.08M ﹤0.01%
277,593
-1,245
2833
$6.08M ﹤0.01%
202,123
+64,922
2834
$6.03M ﹤0.01%
245,314
+12,695
2835
$6.02M ﹤0.01%
67,259
+2,154
2836
$6.02M ﹤0.01%
336,664
+326,332
2837
$6.01M ﹤0.01%
166,756
+31,310
2838
$6.01M ﹤0.01%
613,099
+98,742
2839
$6.01M ﹤0.01%
270,149
-12,316
2840
$6M ﹤0.01%
84,179
+8,066
2841
$6M ﹤0.01%
163,985
-15,333
2842
$5.98M ﹤0.01%
365,185
+11,701
2843
$5.97M ﹤0.01%
593,733
+187,723
2844
$5.96M ﹤0.01%
123,676
-5,368
2845
$5.96M ﹤0.01%
192,834
-43,298
2846
$5.96M ﹤0.01%
303,741
-12,123
2847
$5.95M ﹤0.01%
310,906
+16,946
2848
$5.95M ﹤0.01%
97,836
+1,239
2849
$5.94M ﹤0.01%
431,451
+302,711
2850
$5.94M ﹤0.01%
+12,047