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
5026
$311K ﹤0.01%
12,685
-964
5027
$310K ﹤0.01%
9,774
+90
5028
$309K ﹤0.01%
13,038
+491
5029
$309K ﹤0.01%
62,043
+5,964
5030
$309K ﹤0.01%
24,281
-1,409
5031
$308K ﹤0.01%
49,600
-25,664
5032
$308K ﹤0.01%
1,625
+1,228
5033
$306K ﹤0.01%
15,645
-15,872
5034
$305K ﹤0.01%
64,713
-1,221
5035
$303K ﹤0.01%
25,281
+6,354
5036
$303K ﹤0.01%
36,315
-548
5037
$303K ﹤0.01%
97,421
+94,471
5038
$302K ﹤0.01%
42,326
+28,445
5039
$302K ﹤0.01%
9,531
-850
5040
$301K ﹤0.01%
29,862
+24,473
5041
$301K ﹤0.01%
45,273
+15,082
5042
$301K ﹤0.01%
10,288
+3,702
5043
$300K ﹤0.01%
16,107
-20,246
5044
$300K ﹤0.01%
3,170
+3,075
5045
$299K ﹤0.01%
8,357
+5,172
5046
$298K ﹤0.01%
6,491
-414
5047
$298K ﹤0.01%
91,704
+12,881
5048
$298K ﹤0.01%
3,540
-261
5049
$298K ﹤0.01%
4,622
-184
5050
$298K ﹤0.01%
12,478
-507