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
2901
$5.58M ﹤0.01%
112,774
-27,075
2902
$5.57M ﹤0.01%
572,522
2903
$5.56M ﹤0.01%
238,817
+182,779
2904
$5.56M ﹤0.01%
55,030
+8,221
2905
$5.55M ﹤0.01%
213,799
+207,398
2906
$5.54M ﹤0.01%
569,111
+15,711
2907
$5.54M ﹤0.01%
117,698
-48,466
2908
$5.53M ﹤0.01%
406,379
+5,017
2909
$5.51M ﹤0.01%
110,074
-158
2910
$5.51M ﹤0.01%
313,339
-33,518
2911
$5.51M ﹤0.01%
107,722
+102,219
2912
$5.49M ﹤0.01%
321,297
+419
2913
$5.49M ﹤0.01%
556,188
+479,400
2914
$5.49M ﹤0.01%
445,202
+35,260
2915
$5.48M ﹤0.01%
165,907
+68,833
2916
$5.48M ﹤0.01%
13,331
+6,625
2917
$5.46M ﹤0.01%
669,516
+11,777
2918
$5.45M ﹤0.01%
201,945
+89,814
2919
$5.43M ﹤0.01%
176,452
+38,862
2920
$5.43M ﹤0.01%
357,177
-26,911
2921
$5.43M ﹤0.01%
99,566
-8,062
2922
$5.43M ﹤0.01%
549,185
+500,000
2923
$5.41M ﹤0.01%
257,497
-50,379
2924
$5.38M ﹤0.01%
233,234
+12,066
2925
$5.38M ﹤0.01%
241,062
+13,507