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
4851
$413K ﹤0.01%
42,300
4852
$411K ﹤0.01%
28,977
-6,957
4853
$409K ﹤0.01%
4,360
+2,974
4854
$408K ﹤0.01%
43,061
+10,835
4855
$408K ﹤0.01%
13,724
-12
4856
$407K ﹤0.01%
64,924
-4,638
4857
$407K ﹤0.01%
89,256
+202
4858
$407K ﹤0.01%
43,018
+12,849
4859
$406K ﹤0.01%
16,084
-927
4860
$405K ﹤0.01%
38,365
+31
4861
$404K ﹤0.01%
27,185
-35,229
4862
$403K ﹤0.01%
+43,891
4863
$402K ﹤0.01%
7,102
-8,735
4864
$401K ﹤0.01%
82,687
-37,884
4865
$401K ﹤0.01%
40,318
4866
$399K ﹤0.01%
22,152
+7,209
4867
$399K ﹤0.01%
4,851
-154
4868
$398K ﹤0.01%
7,264
-463
4869
$398K ﹤0.01%
15,670
-956
4870
$397K ﹤0.01%
570
+35
4871
$396K ﹤0.01%
18,831
+3,258
4872
$395K ﹤0.01%
4,099
+1,951
4873
$394K ﹤0.01%
38,955
-524,577
4874
$393K ﹤0.01%
+9,061
4875
$393K ﹤0.01%
53,139
-18,437