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
5051
$297K ﹤0.01%
25,025
-23,771
5052
$297K ﹤0.01%
5,890
+1,372
5053
$296K ﹤0.01%
31,830
+1,896
5054
$296K ﹤0.01%
34,046
+13,382
5055
$295K ﹤0.01%
35,217
-1,872
5056
$294K ﹤0.01%
82,535
+79,375
5057
$294K ﹤0.01%
6,720
-910
5058
$294K ﹤0.01%
+31,113
5059
$293K ﹤0.01%
27,190
-955
5060
$292K ﹤0.01%
10,358
+177
5061
$292K ﹤0.01%
17,759
-22,727
5062
$292K ﹤0.01%
+29,648
5063
$291K ﹤0.01%
68,650
-28,497
5064
$291K ﹤0.01%
6,035
-607
5065
$291K ﹤0.01%
23,459
-1,541
5066
$290K ﹤0.01%
8,168
-1,031
5067
$289K ﹤0.01%
5,892
-745
5068
$289K ﹤0.01%
12,986
+2,442
5069
$289K ﹤0.01%
5,795
+4,966
5070
$287K ﹤0.01%
2,936
+2,025
5071
$287K ﹤0.01%
4,868
-810
5072
$287K ﹤0.01%
7,155
+4,264
5073
$287K ﹤0.01%
23,366
-18,851
5074
$287K ﹤0.01%
27,272
+4,270
5075
$287K ﹤0.01%
22,558
-26,047