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
3401
$2.87M ﹤0.01%
28,986
+12,006
3402
$2.86M ﹤0.01%
154,675
+34,818
3403
$2.86M ﹤0.01%
209,146
-2,526
3404
$2.86M ﹤0.01%
150,147
-61,299
3405
$2.86M ﹤0.01%
245,191
+392
3406
$2.85M ﹤0.01%
720,847
+394,516
3407
$2.85M ﹤0.01%
313,715
+484
3408
$2.85M ﹤0.01%
291,795
3409
$2.84M ﹤0.01%
54,682
-13,237
3410
$2.83M ﹤0.01%
53,242
+18,564
3411
$2.83M ﹤0.01%
186,780
+51,723
3412
$2.83M ﹤0.01%
54,122
-31,512
3413
$2.82M ﹤0.01%
29,373
-30,975
3414
$2.82M ﹤0.01%
118,663
-68,463
3415
$2.82M ﹤0.01%
66,855
+9,232
3416
$2.8M ﹤0.01%
66,993
+21,511
3417
$2.8M ﹤0.01%
284,959
+192,159
3418
$2.79M ﹤0.01%
72,893
+28,955
3419
$2.79M ﹤0.01%
234,485
+32,397
3420
$2.79M ﹤0.01%
743,977
-300,511
3421
$2.79M ﹤0.01%
190,123
-16,784
3422
$2.79M ﹤0.01%
52,811
+3,555
3423
$2.78M ﹤0.01%
91,794
-171
3424
$2.78M ﹤0.01%
22,790
-13,235
3425
$2.78M ﹤0.01%
266,890
-305,059