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
3976
$1.36M ﹤0.01%
9,398
+187
3977
$1.36M ﹤0.01%
70,767
-4,762
3978
$1.36M ﹤0.01%
100,509
-2,277
3979
$1.35M ﹤0.01%
15,760
-7,555
3980
$1.35M ﹤0.01%
53,688
+3,047
3981
$1.35M ﹤0.01%
7,386
-370
3982
$1.35M ﹤0.01%
32,049
-40,123
3983
$1.35M ﹤0.01%
82,307
-5,056
3984
$1.35M ﹤0.01%
57,903
-5,613
3985
$1.35M ﹤0.01%
92,078
-21,020
3986
$1.34M ﹤0.01%
42,077
+10,445
3987
$1.34M ﹤0.01%
43,807
-627
3988
$1.34M ﹤0.01%
264,245
+6,338
3989
$1.34M ﹤0.01%
185,656
+21,786
3990
$1.34M ﹤0.01%
139,671
+8,157
3991
$1.34M ﹤0.01%
24,153
+4,522
3992
$1.33M ﹤0.01%
136,277
3993
$1.33M ﹤0.01%
16,847
+8,289
3994
$1.33M ﹤0.01%
51,196
+13,294
3995
$1.33M ﹤0.01%
295,630
+173,326
3996
$1.32M ﹤0.01%
40,214
+11,133
3997
$1.32M ﹤0.01%
27,451
+985
3998
$1.32M ﹤0.01%
48,609
+5,152
3999
$1.32M ﹤0.01%
4,558
+2,644
4000
$1.32M ﹤0.01%
35,926
-9,861