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
4926
$363K ﹤0.01%
23,730
+3,135
4927
$361K ﹤0.01%
15,206
-452
4928
$361K ﹤0.01%
+15,944
4929
$361K ﹤0.01%
1,678
+281
4930
$360K ﹤0.01%
33,462
+13,620
4931
$359K ﹤0.01%
17,829
+5,925
4932
$359K ﹤0.01%
9,724
-1,606
4933
$358K ﹤0.01%
1,914
+194
4934
$358K ﹤0.01%
7,808
+4,425
4935
$357K ﹤0.01%
49,748
+6,738
4936
$357K ﹤0.01%
15,462
+3,427
4937
$356K ﹤0.01%
28,816
-810
4938
$356K ﹤0.01%
15,808
+1,567
4939
$355K ﹤0.01%
615
-100
4940
$355K ﹤0.01%
54,190
+14,884
4941
$355K ﹤0.01%
36,589
4942
$354K ﹤0.01%
26,350
-5,344
4943
$354K ﹤0.01%
14,416
+2,949
4944
$353K ﹤0.01%
22,224
+1,745
4945
$352K ﹤0.01%
55,186
+12,227
4946
$352K ﹤0.01%
6,555
+275
4947
$352K ﹤0.01%
24,064
+2,147
4948
$351K ﹤0.01%
4,175
4949
$350K ﹤0.01%
11,668
+3,362
4950
$349K ﹤0.01%
20,175
+2,571