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
3501
$2.49M ﹤0.01%
16,667
3502
$2.49M ﹤0.01%
58,814
+3,656
3503
$2.49M ﹤0.01%
106,935
-80,206
3504
$2.48M ﹤0.01%
+250,000
3505
$2.48M ﹤0.01%
+50,000
3506
$2.48M ﹤0.01%
154,620
-811,289
3507
$2.48M ﹤0.01%
16,623
-1,485
3508
$2.47M ﹤0.01%
61,537
+15,883
3509
$2.47M ﹤0.01%
400,033
+873
3510
$2.47M ﹤0.01%
10,667
-630
3511
$2.46M ﹤0.01%
168,724
-47,988
3512
$2.46M ﹤0.01%
132,885
-43,037
3513
$2.46M ﹤0.01%
114,339
+1,585
3514
$2.46M ﹤0.01%
214,018
+19,423
3515
$2.46M ﹤0.01%
58,436
-4,930
3516
$2.46M ﹤0.01%
250,000
3517
$2.45M ﹤0.01%
157,256
+344
3518
$2.45M ﹤0.01%
98,770
-12,772
3519
$2.44M ﹤0.01%
65,679
+1,638
3520
$2.44M ﹤0.01%
42,266
+18,228
3521
$2.44M ﹤0.01%
46,915
+17,283
3522
$2.44M ﹤0.01%
443,548
-20,085
3523
$2.44M ﹤0.01%
+251,721
3524
$2.44M ﹤0.01%
235,695
-17,285
3525
$2.43M ﹤0.01%
182,939
+42,942