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
3051
$4.56M ﹤0.01%
468,000
3052
$4.55M ﹤0.01%
49,678
+32,657
3053
$4.53M ﹤0.01%
332,376
+108,938
3054
$4.53M ﹤0.01%
32,722
+4,349
3055
$4.52M ﹤0.01%
269,994
-19,075
3056
$4.52M ﹤0.01%
277,016
+24,855
3057
$4.49M ﹤0.01%
172,784
+51,057
3058
$4.49M ﹤0.01%
208,072
-44,139
3059
$4.49M ﹤0.01%
287,401
+116,528
3060
$4.48M ﹤0.01%
132,352
-7,370
3061
$4.48M ﹤0.01%
105,742
-92,305
3062
$4.47M ﹤0.01%
673,869
-353,525
3063
$4.46M ﹤0.01%
80,110
-5,566
3064
$4.45M ﹤0.01%
+200,000
3065
$4.45M ﹤0.01%
151,134
+150,736
3066
$4.45M ﹤0.01%
29,294
+4,642
3067
$4.43M ﹤0.01%
191,382
+77,100
3068
$4.43M ﹤0.01%
128,109
+15,294
3069
$4.42M ﹤0.01%
176,295
+38,654
3070
$4.42M ﹤0.01%
57,124
-18,931
3071
$4.42M ﹤0.01%
329,013
-14,029
3072
$4.41M ﹤0.01%
328,396
-29,551
3073
$4.41M ﹤0.01%
290,109
-21,462
3074
$4.41M ﹤0.01%
53,670
+1,056
3075
$4.41M ﹤0.01%
280,837
+13,594