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
5101
$276K ﹤0.01%
+20,722
5102
$276K ﹤0.01%
26,651
+4,786
5103
$275K ﹤0.01%
15,156
+1,538
5104
$275K ﹤0.01%
+612
5105
$275K ﹤0.01%
19,649
+13,427
5106
$275K ﹤0.01%
3,729
+720
5107
$274K ﹤0.01%
122,550
+65
5108
$274K ﹤0.01%
1,114
+692
5109
$273K ﹤0.01%
27,798
-28,040
5110
$273K ﹤0.01%
9,264
-1,604
5111
$273K ﹤0.01%
23,723
+6,117
5112
$273K ﹤0.01%
32,453
-693,316
5113
$272K ﹤0.01%
57,469
-28,418
5114
$272K ﹤0.01%
12,086
-42
5115
$271K ﹤0.01%
12,974
-6,840
5116
$271K ﹤0.01%
39,331
+18,912
5117
$271K ﹤0.01%
11,811
+1,500
5118
$271K ﹤0.01%
+14,309
5119
$271K ﹤0.01%
49,932
-2,576
5120
$269K ﹤0.01%
12,844
-3,976
5121
$269K ﹤0.01%
7,403
-8
5122
$269K ﹤0.01%
12,770
+2,085
5123
$268K ﹤0.01%
10,599
+448
5124
$268K ﹤0.01%
27,843
-457
5125
$268K ﹤0.01%
36,334
+12,226