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
4351
$838K ﹤0.01%
124,029
-183,005
4352
$838K ﹤0.01%
29,410
-5,893
4353
$838K ﹤0.01%
17,971
+2,710
4354
$836K ﹤0.01%
10,187
+3,868
4355
$833K ﹤0.01%
17,430
+1,956
4356
$831K ﹤0.01%
+32,256
4357
$831K ﹤0.01%
26,081
+5,199
4358
$830K ﹤0.01%
84,998
4359
$830K ﹤0.01%
178,714
-27,994
4360
$829K ﹤0.01%
6,883
+1,107
4361
$829K ﹤0.01%
24,268
+2,915
4362
$829K ﹤0.01%
38,562
+14,366
4363
$829K ﹤0.01%
45,284
-37,915
4364
$828K ﹤0.01%
95,306
-39,415
4365
$827K ﹤0.01%
84,469
4366
$826K ﹤0.01%
97,073
+87,379
4367
$824K ﹤0.01%
22,066
-29,816
4368
$821K ﹤0.01%
+34,375
4369
$819K ﹤0.01%
3,269
+1,428
4370
$818K ﹤0.01%
93,054
-5,211
4371
$818K ﹤0.01%
11,705
+416
4372
$818K ﹤0.01%
25,986
+247
4373
$817K ﹤0.01%
44,515
+5,896
4374
$817K ﹤0.01%
39,431
-6,191
4375
$816K ﹤0.01%
29,101
-17,190