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
3826
$1.65M ﹤0.01%
237,038
+209,313
3827
$1.65M ﹤0.01%
25,260
+5,004
3828
$1.64M ﹤0.01%
89,932
+21,347
3829
$1.64M ﹤0.01%
256,304
+53,608
3830
$1.64M ﹤0.01%
126,983
-125,510
3831
$1.64M ﹤0.01%
138,468
+52,509
3832
$1.64M ﹤0.01%
8,649
+2,929
3833
$1.64M ﹤0.01%
248,887
+60,652
3834
$1.64M ﹤0.01%
52,490
+13,396
3835
$1.63M ﹤0.01%
63,551
+17,112
3836
$1.63M ﹤0.01%
167,846
3837
$1.63M ﹤0.01%
95,904
+33,406
3838
$1.63M ﹤0.01%
24,639
-2,735
3839
$1.63M ﹤0.01%
17,489
+15,079
3840
$1.62M ﹤0.01%
266,686
-19,258
3841
$1.62M ﹤0.01%
56,658
+42,374
3842
$1.62M ﹤0.01%
166,523
3843
$1.62M ﹤0.01%
73,692
+11,590
3844
$1.62M ﹤0.01%
7,694
+612
3845
$1.62M ﹤0.01%
60,580
+30,522
3846
$1.62M ﹤0.01%
73,864
+16,817
3847
$1.62M ﹤0.01%
292,714
+3,900
3848
$1.62M ﹤0.01%
45,308
-31,820
3849
$1.61M ﹤0.01%
26,454
+15,264
3850
$1.61M ﹤0.01%
44,266
+4,961