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
3326
$3.19M ﹤0.01%
43,257
+3,366
3327
$3.19M ﹤0.01%
91,765
-37,242
3328
$3.18M ﹤0.01%
108,407
+20,483
3329
$3.17M ﹤0.01%
127,446
+265
3330
$3.17M ﹤0.01%
165,939
+40,119
3331
$3.16M ﹤0.01%
227,133
-20,542
3332
$3.16M ﹤0.01%
45,499
-49,881
3333
$3.16M ﹤0.01%
274,857
+11,896
3334
$3.15M ﹤0.01%
136,395
+5,794
3335
$3.14M ﹤0.01%
75,022
+6,732
3336
$3.13M ﹤0.01%
164,022
-158,746
3337
$3.13M ﹤0.01%
124,224
+47,685
3338
$3.13M ﹤0.01%
126,878
+33,807
3339
$3.13M ﹤0.01%
184,882
-21,449
3340
$3.13M ﹤0.01%
11,618
+2,893
3341
$3.13M ﹤0.01%
317,599
3342
$3.13M ﹤0.01%
320,611
-21,489
3343
$3.11M ﹤0.01%
265,907
+173,603
3344
$3.1M ﹤0.01%
208,944
-28,475
3345
$3.1M ﹤0.01%
74,665
-2,550
3346
$3.1M ﹤0.01%
120,334
+14,021
3347
$3.1M ﹤0.01%
122,229
+20,165
3348
$3.09M ﹤0.01%
306,374
3349
$3.09M ﹤0.01%
82,804
-4,226
3350
$3.08M ﹤0.01%
108,945
+643