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
4826
$434K ﹤0.01%
14,426
+5,050
4827
$433K ﹤0.01%
433
+121
4828
$433K ﹤0.01%
38,307
+15,184
4829
$432K ﹤0.01%
53,906
-2,983
4830
$432K ﹤0.01%
34,208
+11,129
4831
$431K ﹤0.01%
13,817
+2,948
4832
$430K ﹤0.01%
17,645
+1,933
4833
$429K ﹤0.01%
10,625
-205
4834
$429K ﹤0.01%
12,917
+1,132
4835
$428K ﹤0.01%
32,300
-1,982
4836
$428K ﹤0.01%
32,844
-4,125
4837
$427K ﹤0.01%
13,458
-170
4838
$426K ﹤0.01%
38,589
+25,563
4839
$424K ﹤0.01%
9,353
-585
4840
$424K ﹤0.01%
24,918
-11,801
4841
$424K ﹤0.01%
104,448
+59,695
4842
$423K ﹤0.01%
3,943
+1,283
4843
$423K ﹤0.01%
12,626
+1,866
4844
$422K ﹤0.01%
6,864
-681
4845
$421K ﹤0.01%
42,525
4846
$420K ﹤0.01%
7,858
4847
$418K ﹤0.01%
37,855
+200
4848
$417K ﹤0.01%
639
+632
4849
$415K ﹤0.01%
45,504
-664
4850
$414K ﹤0.01%
41,933
-300