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
4051
$1.23M ﹤0.01%
23,390
+11,126
4052
$1.23M ﹤0.01%
27,157
+65
4053
$1.23M ﹤0.01%
101,028
-112,766
4054
$1.22M ﹤0.01%
81,180
+5,450
4055
$1.22M ﹤0.01%
52,573
+47,110
4056
$1.22M ﹤0.01%
48,311
-1,689
4057
$1.22M ﹤0.01%
15,409
-10,763
4058
$1.22M ﹤0.01%
125,153
4059
$1.22M ﹤0.01%
71,085
+44,591
4060
$1.22M ﹤0.01%
26,008
-3,519
4061
$1.22M ﹤0.01%
26,398
+7,508
4062
$1.21M ﹤0.01%
32,539
+7,428
4063
$1.21M ﹤0.01%
+121,220
4064
$1.21M ﹤0.01%
54,049
+45,299
4065
$1.21M ﹤0.01%
6,633
+203
4066
$1.21M ﹤0.01%
83,677
+12,317
4067
$1.21M ﹤0.01%
37,800
-13,975
4068
$1.2M ﹤0.01%
151,639
+2,533
4069
$1.2M ﹤0.01%
242,833
+43,531
4070
$1.2M ﹤0.01%
88,072
-10,852
4071
$1.2M ﹤0.01%
120,167
-775
4072
$1.2M ﹤0.01%
78,147
-8,715
4073
$1.2M ﹤0.01%
122,794
4074
$1.19M ﹤0.01%
79,305
+10,069
4075
$1.19M ﹤0.01%
30,147
+22,154