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
4076
$1.19M ﹤0.01%
104,967
+56,800
4077
$1.19M ﹤0.01%
125,444
+9,746
4078
$1.18M ﹤0.01%
154,118
-4,200
4079
$1.18M ﹤0.01%
50,000
4080
$1.18M ﹤0.01%
42,274
-5,271
4081
$1.18M ﹤0.01%
63,105
-2,511
4082
$1.18M ﹤0.01%
93,475
+20,005
4083
$1.17M ﹤0.01%
71,703
+2,910
4084
$1.17M ﹤0.01%
54,802
-49,705
4085
$1.17M ﹤0.01%
120,474
4086
$1.17M ﹤0.01%
119,998
4087
$1.17M ﹤0.01%
+125,000
4088
$1.17M ﹤0.01%
22,506
-430
4089
$1.17M ﹤0.01%
12,034
4090
$1.17M ﹤0.01%
119,500
4091
$1.16M ﹤0.01%
134,325
+16,300
4092
$1.16M ﹤0.01%
+38,142
4093
$1.16M ﹤0.01%
47,046
-3,039
4094
$1.16M ﹤0.01%
33,636
+33,336
4095
$1.15M ﹤0.01%
114,133
+61,085
4096
$1.15M ﹤0.01%
131,813
+2,139
4097
$1.15M ﹤0.01%
27,593
-72,282
4098
$1.15M ﹤0.01%
21,029
-9,610
4099
$1.15M ﹤0.01%
22,965
-4,948
4100
$1.15M ﹤0.01%
22,301
+11,203