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
4276
$943K ﹤0.01%
31,683
+6,505
4277
$942K ﹤0.01%
45,408
+4,825
4278
$941K ﹤0.01%
96,207
4279
$940K ﹤0.01%
205,325
-6,365
4280
$936K ﹤0.01%
61,039
+60,961
4281
$935K ﹤0.01%
96,077
4282
$934K ﹤0.01%
24,132
+10,598
4283
$933K ﹤0.01%
128,257
+1,301
4284
$930K ﹤0.01%
135,318
+16,775
4285
$929K ﹤0.01%
77,148
+51,020
4286
$928K ﹤0.01%
17,139
+2,587
4287
$926K ﹤0.01%
325,863
-47,757
4288
$923K ﹤0.01%
22,463
-1,035
4289
$922K ﹤0.01%
56,055
-2,015
4290
$922K ﹤0.01%
82,970
-590
4291
$921K ﹤0.01%
284,151
+182,811
4292
$919K ﹤0.01%
23,216
-7,076
4293
$919K ﹤0.01%
45,596
-164
4294
$918K ﹤0.01%
20,758
-178
4295
$915K ﹤0.01%
28,255
-8,101
4296
$913K ﹤0.01%
85,728
+51,947
4297
$911K ﹤0.01%
109,190
-95,599
4298
$911K ﹤0.01%
20,817
+277
4299
$910K ﹤0.01%
15,619
-848
4300
$909K ﹤0.01%
52,326
+1,100