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
4326
$875K ﹤0.01%
56,154
+6,321
4327
$873K ﹤0.01%
89,295
-65,600
4328
$873K ﹤0.01%
45,414
-99,273
4329
$871K ﹤0.01%
28,983
+28,701
4330
$870K ﹤0.01%
+31,527
4331
$869K ﹤0.01%
108,588
+81,465
4332
$868K ﹤0.01%
126,646
-387,701
4333
$868K ﹤0.01%
62,760
-2,474
4334
$867K ﹤0.01%
17,203
-519
4335
$867K ﹤0.01%
+3,916
4336
$867K ﹤0.01%
66,793
+25,921
4337
$865K ﹤0.01%
19,734
-3,147
4338
$860K ﹤0.01%
+61,398
4339
$860K ﹤0.01%
64,297
+1,524
4340
$859K ﹤0.01%
54,476
+14,824
4341
$859K ﹤0.01%
69,215
+1,732
4342
$853K ﹤0.01%
50,005
-4,511
4343
$853K ﹤0.01%
15,350
+3,435
4344
$852K ﹤0.01%
125,076
+13,926
4345
$851K ﹤0.01%
28,830
-1,363
4346
$845K ﹤0.01%
40,520
+4,104
4347
$843K ﹤0.01%
81,259
-16,227
4348
$841K ﹤0.01%
22,568
+6,618
4349
$840K ﹤0.01%
+49,511
4350
$840K ﹤0.01%
104,559
-52,065