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
5001
$324K ﹤0.01%
+10,808
5002
$324K ﹤0.01%
7,535
+1,395
5003
$323K ﹤0.01%
+5,944
5004
$322K ﹤0.01%
37,766
-1,301
5005
$322K ﹤0.01%
12,281
+6,084
5006
$322K ﹤0.01%
34,278
+4,464
5007
$322K ﹤0.01%
13,572
-16,252
5008
$322K ﹤0.01%
6,231
-58
5009
$319K ﹤0.01%
905
+254
5010
$319K ﹤0.01%
28,455
+889
5011
$318K ﹤0.01%
1,012
+65
5012
$318K ﹤0.01%
+11,909
5013
$317K ﹤0.01%
8,911
5014
$317K ﹤0.01%
68,558
+72
5015
$316K ﹤0.01%
27,482
-39,216
5016
$315K ﹤0.01%
12,253
+325
5017
$314K ﹤0.01%
21,579
+6,635
5018
$314K ﹤0.01%
37,156
-9,676
5019
$314K ﹤0.01%
44,275
+10,628
5020
$314K ﹤0.01%
21,646
-1,975
5021
$313K ﹤0.01%
21,158
+21,008
5022
$313K ﹤0.01%
15,808
+2,621
5023
$313K ﹤0.01%
53,392
+48,894
5024
$312K ﹤0.01%
98,828
+48,961
5025
$312K ﹤0.01%
47,499
-1,655