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
3801
$1.72M ﹤0.01%
42,799
-169,309
3802
$1.72M ﹤0.01%
90,177
+57,340
3803
$1.72M ﹤0.01%
30,696
-2,173
3804
$1.72M ﹤0.01%
45,182
-8,909
3805
$1.72M ﹤0.01%
195,242
+104,296
3806
$1.72M ﹤0.01%
51,188
+6,110
3807
$1.72M ﹤0.01%
94,165
+11,629
3808
$1.71M ﹤0.01%
75,119
+44,927
3809
$1.71M ﹤0.01%
+48,685
3810
$1.71M ﹤0.01%
96,966
+30,004
3811
$1.7M ﹤0.01%
341,610
+137,388
3812
$1.7M ﹤0.01%
221,179
+59,280
3813
$1.69M ﹤0.01%
118,977
+102,364
3814
$1.69M ﹤0.01%
20,779
+15,152
3815
$1.69M ﹤0.01%
13,615
-15,417
3816
$1.69M ﹤0.01%
81,164
-39,664
3817
$1.68M ﹤0.01%
35,017
-24,449
3818
$1.68M ﹤0.01%
170,000
+100,000
3819
$1.66M ﹤0.01%
316,322
+180,902
3820
$1.66M ﹤0.01%
61,418
+9,920
3821
$1.65M ﹤0.01%
185,766
+15,971
3822
$1.65M ﹤0.01%
38,769
-5,640
3823
$1.65M ﹤0.01%
31,869
+20,735
3824
$1.65M ﹤0.01%
96,158
+26,234
3825
$1.65M ﹤0.01%
34,400
+1,003