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
3376
$2.96M ﹤0.01%
132,608
-19,489
3377
$2.96M ﹤0.01%
31,194
-583
3378
$2.96M ﹤0.01%
488,059
-354,513
3379
$2.96M ﹤0.01%
166,687
+5,838
3380
$2.95M ﹤0.01%
105,181
-7,595
3381
$2.95M ﹤0.01%
32,424
-32,081
3382
$2.95M ﹤0.01%
314,880
-17,905
3383
$2.95M ﹤0.01%
50,022
+17,892
3384
$2.94M ﹤0.01%
112,862
+523
3385
$2.94M ﹤0.01%
73,301
+73,256
3386
$2.94M ﹤0.01%
88,083
-1,270
3387
$2.94M ﹤0.01%
300,698
+125,698
3388
$2.94M ﹤0.01%
119,891
-40,943
3389
$2.94M ﹤0.01%
299,551
3390
$2.93M ﹤0.01%
219,660
+3,778
3391
$2.93M ﹤0.01%
300,000
3392
$2.92M ﹤0.01%
71,212
-74,113
3393
$2.92M ﹤0.01%
83,593
+1,684
3394
$2.92M ﹤0.01%
56,035
-112,064
3395
$2.91M ﹤0.01%
142,038
+9,274
3396
$2.91M ﹤0.01%
297,037
-9
3397
$2.91M ﹤0.01%
99,276
+20,032
3398
$2.88M ﹤0.01%
114,665
-5,084
3399
$2.88M ﹤0.01%
184,263
-970
3400
$2.87M ﹤0.01%
81,588
-401