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
3226
$3.64M ﹤0.01%
267,571
-1,199
3227
$3.64M ﹤0.01%
470,780
-142,358
3228
$3.64M ﹤0.01%
50,043
+11,529
3229
$3.63M ﹤0.01%
318,204
-52,308
3230
$3.6M ﹤0.01%
470,597
+333,666
3231
$3.6M ﹤0.01%
234,954
+14,650
3232
$3.6M ﹤0.01%
81,302
-26,137
3233
$3.59M ﹤0.01%
68,760
+3,714
3234
$3.59M ﹤0.01%
137,403
+1,106
3235
$3.57M ﹤0.01%
76,256
+2,358
3236
$3.57M ﹤0.01%
65,985
+15,718
3237
$3.57M ﹤0.01%
348,999
-145,800
3238
$3.56M ﹤0.01%
88,070
-39,914
3239
$3.56M ﹤0.01%
63,819
+3,376
3240
$3.56M ﹤0.01%
34,133
-220
3241
$3.54M ﹤0.01%
47,082
-5,668
3242
$3.54M ﹤0.01%
+398,893
3243
$3.54M ﹤0.01%
122,466
+96,453
3244
$3.53M ﹤0.01%
143,743
+94,204
3245
$3.53M ﹤0.01%
1,562,522
+105,240
3246
$3.52M ﹤0.01%
127,495
+6,076
3247
$3.52M ﹤0.01%
88,153
-143,641
3248
$3.52M ﹤0.01%
54,701
-30,379
3249
$3.52M ﹤0.01%
404,055
+39,336
3250
$3.51M ﹤0.01%
238,715
-53,243