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
4901
$377K ﹤0.01%
25,486
+9,408
4902
$377K ﹤0.01%
4,737
-174
4903
$375K ﹤0.01%
1,115
+10
4904
$375K ﹤0.01%
1,685
+740
4905
$374K ﹤0.01%
20,780
+15,861
4906
$374K ﹤0.01%
25,559
-531
4907
$374K ﹤0.01%
21,545
+16,483
4908
$372K ﹤0.01%
12,184
+58
4909
$372K ﹤0.01%
7,852
+789
4910
$372K ﹤0.01%
8,867
+5,105
4911
$372K ﹤0.01%
28,640
+27,642
4912
$372K ﹤0.01%
19,440
+177
4913
$371K ﹤0.01%
34,194
4914
$370K ﹤0.01%
44,063
+26,523
4915
$370K ﹤0.01%
7,110
-1,100
4916
$370K ﹤0.01%
6,147
+2,838
4917
$369K ﹤0.01%
37,796
+2,601
4918
$369K ﹤0.01%
33,483
+412
4919
$367K ﹤0.01%
34,827
-5,637
4920
$367K ﹤0.01%
6,300
-177
4921
$365K ﹤0.01%
5,370
+2,206
4922
$365K ﹤0.01%
29,099
-2,752
4923
$364K ﹤0.01%
+14,382
4924
$364K ﹤0.01%
50,528
+915
4925
$363K ﹤0.01%
20,581
-976