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
4726
$491K ﹤0.01%
10,444
-1,500
4727
$491K ﹤0.01%
50,000
4728
$491K ﹤0.01%
50,000
4729
$490K ﹤0.01%
24,047
+8,891
4730
$489K ﹤0.01%
60,232
-992
4731
$489K ﹤0.01%
50,000
4732
$488K ﹤0.01%
95,216
+74,334
4733
$488K ﹤0.01%
50,000
4734
$488K ﹤0.01%
50,000
4735
$487K ﹤0.01%
20,264
+204
4736
$487K ﹤0.01%
10,207
+190
4737
$487K ﹤0.01%
49,900
4738
$486K ﹤0.01%
50,000
4739
$486K ﹤0.01%
50,000
4740
$486K ﹤0.01%
+50,086
4741
$485K ﹤0.01%
12,504
-2,443
4742
$484K ﹤0.01%
5,612
+3,365
4743
$484K ﹤0.01%
12,556
+6,583
4744
$483K ﹤0.01%
49,503
+38,187
4745
$482K ﹤0.01%
18,404
+11,225
4746
$482K ﹤0.01%
64,712
+2,016
4747
$482K ﹤0.01%
12,766
-121
4748
$481K ﹤0.01%
+7,813
4749
$479K ﹤0.01%
6,387
-704
4750
$478K ﹤0.01%
+1,049