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
4026
$1.27M ﹤0.01%
57,849
+14,885
4027
$1.27M ﹤0.01%
129,898
+124,998
4028
$1.27M ﹤0.01%
+50,000
4029
$1.27M ﹤0.01%
6,931
-448
4030
$1.27M ﹤0.01%
82,285
-7,495
4031
$1.27M ﹤0.01%
130,249
-99,384
4032
$1.26M ﹤0.01%
146,121
+91,363
4033
$1.26M ﹤0.01%
67,740
+20,526
4034
$1.26M ﹤0.01%
77,348
+5,361
4035
$1.26M ﹤0.01%
128,199
+14,537
4036
$1.25M ﹤0.01%
25,446
-7,872
4037
$1.25M ﹤0.01%
49,787
+8,104
4038
$1.25M ﹤0.01%
78,963
-652,315
4039
$1.25M ﹤0.01%
26,857
-1,724
4040
$1.25M ﹤0.01%
23,860
-1,134
4041
$1.25M ﹤0.01%
35,630
-29,269
4042
$1.25M ﹤0.01%
29,152
+3
4043
$1.25M ﹤0.01%
52,184
+11,685
4044
$1.25M ﹤0.01%
131,422
+23,676
4045
$1.24M ﹤0.01%
+125,000
4046
$1.24M ﹤0.01%
90,048
+8,502
4047
$1.24M ﹤0.01%
81,801
+3,977
4048
$1.24M ﹤0.01%
39,279
+8,123
4049
$1.24M ﹤0.01%
30,460
-12,246
4050
$1.23M ﹤0.01%
+125,000