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
4426
$762K ﹤0.01%
8,361
+2,811
4427
$762K ﹤0.01%
78,027
4428
$759K ﹤0.01%
38,136
-1,952
4429
$757K ﹤0.01%
20,069
-8,189
4430
$756K ﹤0.01%
25,567
-4,219
4431
$752K ﹤0.01%
21,723
-767
4432
$751K ﹤0.01%
154,724
+9,449
4433
$750K ﹤0.01%
75,448
4434
$750K ﹤0.01%
77,074
4435
$748K ﹤0.01%
12,240
-13,792
4436
$748K ﹤0.01%
+65,150
4437
$744K ﹤0.01%
141,645
+10,863
4438
$743K ﹤0.01%
+75,000
4439
$742K ﹤0.01%
28,678
+259
4440
$742K ﹤0.01%
75,996
4441
$741K ﹤0.01%
41,456
+25,685
4442
$740K ﹤0.01%
75,000
4443
$738K ﹤0.01%
14,827
+10,746
4444
$736K ﹤0.01%
32,749
-5,239
4445
$736K ﹤0.01%
74,589
+8,413
4446
$734K ﹤0.01%
73,402
+300
4447
$732K ﹤0.01%
4,336
-1,547
4448
$731K ﹤0.01%
+75,000
4449
$731K ﹤0.01%
74,998
4450
$730K ﹤0.01%
3,095
+886