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
4626
$576K ﹤0.01%
39,022
+2,717
4627
$575K ﹤0.01%
23,118
-7,051
4628
$574K ﹤0.01%
34,741
+8,196
4629
$574K ﹤0.01%
26,565
-617
4630
$573K ﹤0.01%
11,824
-77,189
4631
$573K ﹤0.01%
92,657
+62,765
4632
$572K ﹤0.01%
49,214
-5,918
4633
$572K ﹤0.01%
46,830
-327
4634
$570K ﹤0.01%
51,743
+10,578
4635
$568K ﹤0.01%
60,887
+47,937
4636
$568K ﹤0.01%
16,227
+47
4637
$567K ﹤0.01%
31,567
-118,875
4638
$567K ﹤0.01%
321
+230
4639
$567K ﹤0.01%
22,894
+11,099
4640
$567K ﹤0.01%
+56,153
4641
$564K ﹤0.01%
17,360
-4,564
4642
$562K ﹤0.01%
13,267
-10,363
4643
$562K ﹤0.01%
22,784
-9,080
4644
$561K ﹤0.01%
22,691
-939
4645
$561K ﹤0.01%
42,984
-4,794
4646
$560K ﹤0.01%
20,357
-8,076
4647
$560K ﹤0.01%
12,539
-4,769
4648
$559K ﹤0.01%
158
-1,246
4649
$558K ﹤0.01%
40,786
-641
4650
$556K ﹤0.01%
42,566