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
4001
$1.32M ﹤0.01%
48,773
+2,733
4002
$1.32M ﹤0.01%
83,474
-21,569
4003
$1.32M ﹤0.01%
86,708
-1,133
4004
$1.31M ﹤0.01%
14,919
+169
4005
$1.31M ﹤0.01%
37,806
+24,089
4006
$1.3M ﹤0.01%
216,102
+77,930
4007
$1.3M ﹤0.01%
116,077
+56,486
4008
$1.3M ﹤0.01%
51,897
+4,941
4009
$1.3M ﹤0.01%
16,115
+8,139
4010
$1.29M ﹤0.01%
54,587
+35,015
4011
$1.29M ﹤0.01%
26,752
-1,255
4012
$1.29M ﹤0.01%
26,137
+1,425
4013
$1.29M ﹤0.01%
131,743
4014
$1.28M ﹤0.01%
51,340
-1,415
4015
$1.28M ﹤0.01%
204,458
-1,055
4016
$1.28M ﹤0.01%
58,457
+40,505
4017
$1.28M ﹤0.01%
52,898
+32,519
4018
$1.28M ﹤0.01%
126,192
-130,585
4019
$1.28M ﹤0.01%
87,228
+37,042
4020
$1.27M ﹤0.01%
32,779
-14,033
4021
$1.27M ﹤0.01%
55,782
+38,648
4022
$1.27M ﹤0.01%
+5,000
4023
$1.27M ﹤0.01%
33,898
-15,832
4024
$1.27M ﹤0.01%
33,367
-1,962
4025
$1.27M ﹤0.01%
130,222