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
2951
$5.19M ﹤0.01%
270,321
+59,171
2952
$5.18M ﹤0.01%
84,796
+3,755
2953
$5.16M ﹤0.01%
17,055
+15,728
2954
$5.15M ﹤0.01%
182,731
-4,326
2955
$5.14M ﹤0.01%
82,376
+23,225
2956
$5.14M ﹤0.01%
500,188
2957
$5.13M ﹤0.01%
159,807
+15,454
2958
$5.13M ﹤0.01%
88,306
-124,847
2959
$5.13M ﹤0.01%
269,131
+169,200
2960
$5.13M ﹤0.01%
116,908
-70,820
2961
$5.12M ﹤0.01%
331,672
-117
2962
$5.12M ﹤0.01%
97,206
+21,327
2963
$5.12M ﹤0.01%
96,437
+15,162
2964
$5.11M ﹤0.01%
74,622
-5,969
2965
$5.1M ﹤0.01%
500,000
2966
$5.1M ﹤0.01%
85,599
+9,195
2967
$5.09M ﹤0.01%
237,035
+16,226
2968
$5.08M ﹤0.01%
120,972
+9,081
2969
$5.07M ﹤0.01%
202,725
-164,577
2970
$5.07M ﹤0.01%
241,196
-32,476
2971
$5.07M ﹤0.01%
149,680
-19,341
2972
$5.06M ﹤0.01%
496,792
-1,351
2973
$5.05M ﹤0.01%
602,000
2974
$5.05M ﹤0.01%
243,277
+71,008
2975
$5.04M ﹤0.01%
127,588
-1,481