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
3076
$4.41M ﹤0.01%
449,138
+399,138
3077
$4.4M ﹤0.01%
205,580
+36,556
3078
$4.4M ﹤0.01%
175,675
+9,090
3079
$4.39M ﹤0.01%
173,635
+109,116
3080
$4.39M ﹤0.01%
825,371
+509,659
3081
$4.38M ﹤0.01%
207,581
+14,393
3082
$4.38M ﹤0.01%
136,526
+16,956
3083
$4.38M ﹤0.01%
142,980
-53,803
3084
$4.37M ﹤0.01%
89,978
+2,378
3085
$4.36M ﹤0.01%
104,095
-2,659
3086
$4.36M ﹤0.01%
123,346
-105,646
3087
$4.35M ﹤0.01%
327,648
+15,104
3088
$4.34M ﹤0.01%
164,746
+114,814
3089
$4.34M ﹤0.01%
343,555
+102,087
3090
$4.33M ﹤0.01%
+436,388
3091
$4.33M ﹤0.01%
113,596
+1,822
3092
$4.32M ﹤0.01%
100,059
-6,197
3093
$4.32M ﹤0.01%
345,137
+9,081
3094
$4.32M ﹤0.01%
312,142
-2,928
3095
$4.32M ﹤0.01%
87,222
-20,362
3096
$4.3M ﹤0.01%
55,459
+4,971
3097
$4.3M ﹤0.01%
277,961
+5,994
3098
$4.3M ﹤0.01%
757,997
+4,413
3099
$4.29M ﹤0.01%
211,424
+37,658
3100
$4.28M ﹤0.01%
444,063
-29,797