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
3751
$1.83M ﹤0.01%
72,692
+41,154
3752
$1.83M ﹤0.01%
217,470
+124,411
3753
$1.83M ﹤0.01%
44,056
-14,109
3754
$1.82M ﹤0.01%
31,504
+4
3755
$1.82M ﹤0.01%
413,056
+224,968
3756
$1.82M ﹤0.01%
170,556
-13,662
3757
$1.82M ﹤0.01%
218,483
-4,116
3758
$1.82M ﹤0.01%
48,218
+5,361
3759
$1.82M ﹤0.01%
65,567
-83,116
3760
$1.81M ﹤0.01%
34,121
+13,620
3761
$1.81M ﹤0.01%
+34,079
3762
$1.81M ﹤0.01%
415,283
+49,425
3763
$1.8M ﹤0.01%
35,188
-1,504
3764
$1.8M ﹤0.01%
151,132
-373,079
3765
$1.8M ﹤0.01%
184,688
+127,788
3766
$1.8M ﹤0.01%
41,221
+7,216
3767
$1.8M ﹤0.01%
70,571
+693
3768
$1.8M ﹤0.01%
184,439
3769
$1.79M ﹤0.01%
292
+288
3770
$1.79M ﹤0.01%
311,160
+269,921
3771
$1.79M ﹤0.01%
35,972
-2,068
3772
$1.78M ﹤0.01%
25,610
+5,823
3773
$1.78M ﹤0.01%
+67,981
3774
$1.78M ﹤0.01%
182,325
+68,466
3775
$1.78M ﹤0.01%
112,134
+22,566