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
3626
$2.12M ﹤0.01%
29,845
-222
3627
$2.12M ﹤0.01%
138,664
-14,846
3628
$2.12M ﹤0.01%
36,006
+27,654
3629
$2.11M ﹤0.01%
85,803
+48,070
3630
$2.11M ﹤0.01%
28,962
+12,500
3631
$2.11M ﹤0.01%
11,834
+6,649
3632
$2.11M ﹤0.01%
65,856
-50,206
3633
$2.11M ﹤0.01%
214,129
3634
$2.1M ﹤0.01%
60,324
+21,338
3635
$2.1M ﹤0.01%
46,938
+6,660
3636
$2.09M ﹤0.01%
39,338
-3,096
3637
$2.09M ﹤0.01%
160,804
+15,456
3638
$2.09M ﹤0.01%
90,743
-23,458
3639
$2.08M ﹤0.01%
66,372
+1,036
3640
$2.08M ﹤0.01%
65,824
+63,416
3641
$2.08M ﹤0.01%
186,326
+170,097
3642
$2.08M ﹤0.01%
211,974
+122,384
3643
$2.08M ﹤0.01%
33,221
-180
3644
$2.08M ﹤0.01%
62,290
-55,815
3645
$2.08M ﹤0.01%
20,362
-3,476
3646
$2.08M ﹤0.01%
72,405
+29,100
3647
$2.07M ﹤0.01%
664,754
+32,936
3648
$2.07M ﹤0.01%
64,534
+990
3649
$2.07M ﹤0.01%
470,954
-69,831
3650
$2.07M ﹤0.01%
341,266
-28,636