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
4176
$1.04M ﹤0.01%
162,934
-1,518
4177
$1.03M ﹤0.01%
55,375
+36,899
4178
$1.03M ﹤0.01%
76,266
-1,332
4179
$1.03M ﹤0.01%
41,920
+25,803
4180
$1.03M ﹤0.01%
9,467
+64
4181
$1.03M ﹤0.01%
16,032
-1,681
4182
$1.03M ﹤0.01%
25,984
-2,886
4183
$1.03M ﹤0.01%
11,675
+11,669
4184
$1.03M ﹤0.01%
63,786
+62,286
4185
$1.03M ﹤0.01%
29,031
+12,671
4186
$1.03M ﹤0.01%
24,360
-4,996
4187
$1.03M ﹤0.01%
53,281
-23,820
4188
$1.02M ﹤0.01%
20,783
+817
4189
$1.02M ﹤0.01%
122,168
-586,488
4190
$1.02M ﹤0.01%
39,437
-48,868
4191
$1.02M ﹤0.01%
57,651
-8,082
4192
$1.02M ﹤0.01%
104,334
4193
$1.02M ﹤0.01%
+105,161
4194
$1.01M ﹤0.01%
38,995
+22,853
4195
$1.01M ﹤0.01%
59,496
+2,098
4196
$1.01M ﹤0.01%
100,143
4197
$1.01M ﹤0.01%
+100,000
4198
$1.01M ﹤0.01%
+2,181
4199
$1.01M ﹤0.01%
178,437
+48,446
4200
$1.01M ﹤0.01%
94,741
+17,540