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
4601
$595K ﹤0.01%
10,141
-851
4602
$593K ﹤0.01%
60,520
4603
$593K ﹤0.01%
58,562
+117
4604
$592K ﹤0.01%
58,312
-1,598
4605
$592K ﹤0.01%
2,140
-2,068
4606
$592K ﹤0.01%
60,000
4607
$591K ﹤0.01%
23,333
+2,464
4608
$591K ﹤0.01%
192,004
-6,046
4609
$591K ﹤0.01%
60,000
4610
$589K ﹤0.01%
1,680
4611
$588K ﹤0.01%
36,582
-1,350
4612
$588K ﹤0.01%
19,947
-399
4613
$588K ﹤0.01%
17,587
+353
4614
$588K ﹤0.01%
59,853
4615
$587K ﹤0.01%
31,488
+2,000
4616
$584K ﹤0.01%
21,604
-18,627
4617
$584K ﹤0.01%
37,227
+8,085
4618
$584K ﹤0.01%
23,980
-1
4619
$583K ﹤0.01%
2,882
+2,613
4620
$583K ﹤0.01%
33,568
+11,806
4621
$582K ﹤0.01%
11,840
+1,209
4622
$579K ﹤0.01%
70,604
-702
4623
$578K ﹤0.01%
36,505
+510
4624
$578K ﹤0.01%
16,742
-20,540
4625
$576K ﹤0.01%
42,764
-6,016