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
4751
$477K ﹤0.01%
79,950
+20,836
4752
$477K ﹤0.01%
48,900
4753
$477K ﹤0.01%
176,448
+142,008
4754
$476K ﹤0.01%
14,501
+6,788
4755
$476K ﹤0.01%
12,678
+494
4756
$474K ﹤0.01%
30,671
-2,525
4757
$474K ﹤0.01%
133,400
+15,028
4758
$473K ﹤0.01%
9,714
+6,033
4759
$472K ﹤0.01%
11,952
+333
4760
$472K ﹤0.01%
8,321
+1,104
4761
$471K ﹤0.01%
40,685
+16,917
4762
$470K ﹤0.01%
27,456
-58
4763
$469K ﹤0.01%
32,513
-1,651
4764
$468K ﹤0.01%
93,058
-1,791,181
4765
$468K ﹤0.01%
23,641
-14,071
4766
$468K ﹤0.01%
13,078
-1,294
4767
$468K ﹤0.01%
+56,953
4768
$467K ﹤0.01%
21,493
-9,802
4769
$467K ﹤0.01%
1,931
+638
4770
$466K ﹤0.01%
23,699
-3,578
4771
$466K ﹤0.01%
23,198
-8,720
4772
$465K ﹤0.01%
31,630
+25,228
4773
$465K ﹤0.01%
5,108
4774
$465K ﹤0.01%
77,978
4775
$464K ﹤0.01%
31,877
+1,836