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
2851
$5.93M ﹤0.01%
235,295
+21,813
2852
$5.93M ﹤0.01%
330,102
-27,501
2853
$5.92M ﹤0.01%
156,698
-14,391
2854
$5.92M ﹤0.01%
132,295
-72,725
2855
$5.92M ﹤0.01%
197,967
-158,127
2856
$5.91M ﹤0.01%
327,513
+340
2857
$5.9M ﹤0.01%
55,053
+36,966
2858
$5.9M ﹤0.01%
145,890
-7,126
2859
$5.9M ﹤0.01%
158,792
+62,262
2860
$5.87M ﹤0.01%
395,110
-180,476
2861
$5.86M ﹤0.01%
89,419
+3,107
2862
$5.84M ﹤0.01%
216,733
+187,991
2863
$5.84M ﹤0.01%
420,489
+22,262
2864
$5.83M ﹤0.01%
195,023
+30,019
2865
$5.81M ﹤0.01%
+171,592
2866
$5.8M ﹤0.01%
391,327
-39,353
2867
$5.8M ﹤0.01%
318,184
+23,914
2868
$5.79M ﹤0.01%
259,490
-272,097
2869
$5.78M ﹤0.01%
422,222
-27,582
2870
$5.78M ﹤0.01%
816,022
-160,601
2871
$5.78M ﹤0.01%
174,500
+42,292
2872
$5.77M ﹤0.01%
212,769
+38,611
2873
$5.75M ﹤0.01%
66,606
-33,969
2874
$5.75M ﹤0.01%
194,220
+54,128
2875
$5.75M ﹤0.01%
98,459
-1,865