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
3451
$2.68M ﹤0.01%
54,237
+48,993
3452
$2.67M ﹤0.01%
99,916
-44,524
3453
$2.67M ﹤0.01%
275,000
3454
$2.67M ﹤0.01%
204,463
+84,785
3455
$2.66M ﹤0.01%
269,198
+214,312
3456
$2.66M ﹤0.01%
132,824
-8,738
3457
$2.66M ﹤0.01%
29,545
-143
3458
$2.65M ﹤0.01%
78,960
+2,895
3459
$2.65M ﹤0.01%
169,563
-29,375
3460
$2.65M ﹤0.01%
47,610
+5,032
3461
$2.65M ﹤0.01%
67,372
+4,025
3462
$2.65M ﹤0.01%
616,585
+269,201
3463
$2.64M ﹤0.01%
86,542
+20,415
3464
$2.63M ﹤0.01%
42,569
+12,822
3465
$2.63M ﹤0.01%
82,596
+7,210
3466
$2.63M ﹤0.01%
280,633
+102,842
3467
$2.63M ﹤0.01%
97,979
+82,007
3468
$2.63M ﹤0.01%
339,278
-70,747
3469
$2.63M ﹤0.01%
269,910
3470
$2.62M ﹤0.01%
147,228
3471
$2.62M ﹤0.01%
263,973
+113,973
3472
$2.62M ﹤0.01%
18,097
+202
3473
$2.62M ﹤0.01%
97,056
-3,909
3474
$2.62M ﹤0.01%
266,574
3475
$2.61M ﹤0.01%
70,164
-22,854