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
3901
$1.5M ﹤0.01%
16,933
+11,647
3902
$1.5M ﹤0.01%
135,291
-58,757
3903
$1.5M ﹤0.01%
150,833
-4,504
3904
$1.49M ﹤0.01%
109,615
-5,264
3905
$1.49M ﹤0.01%
85,476
+9,780
3906
$1.49M ﹤0.01%
57,866
-105,235
3907
$1.48M ﹤0.01%
134,368
-293,522
3908
$1.48M ﹤0.01%
104,316
+31,160
3909
$1.48M ﹤0.01%
824,283
3910
$1.48M ﹤0.01%
54,342
+44,840
3911
$1.47M ﹤0.01%
53,382
+1,428
3912
$1.47M ﹤0.01%
150,442
3913
$1.47M ﹤0.01%
18,442
-199,756
3914
$1.47M ﹤0.01%
150,296
3915
$1.47M ﹤0.01%
+150,000
3916
$1.47M ﹤0.01%
150,173
3917
$1.47M ﹤0.01%
+150,000
3918
$1.47M ﹤0.01%
233,375
+199,805
3919
$1.46M ﹤0.01%
8,181
+1,077
3920
$1.46M ﹤0.01%
+150,000
3921
$1.46M ﹤0.01%
109,771
+1,092
3922
$1.46M ﹤0.01%
149,274
3923
$1.45M ﹤0.01%
119,279
+35,807
3924
$1.45M ﹤0.01%
61,681
+21,379
3925
$1.45M ﹤0.01%
317,223
+284,339