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
5126
$268K ﹤0.01%
8,200
5127
$267K ﹤0.01%
9,790
+6,398
5128
$267K ﹤0.01%
15,000
5129
$267K ﹤0.01%
6,898
-1,519
5130
$266K ﹤0.01%
62,775
+62,665
5131
$265K ﹤0.01%
7,524
+958
5132
$265K ﹤0.01%
28,429
-9,283
5133
$264K ﹤0.01%
25,261
-55,579
5134
$263K ﹤0.01%
2,025
-7,599
5135
$263K ﹤0.01%
2,780
+1,987
5136
$262K ﹤0.01%
1,036
+521
5137
$262K ﹤0.01%
1,675
+125
5138
$262K ﹤0.01%
21,605
+4,559
5139
$262K ﹤0.01%
3,086
5140
$261K ﹤0.01%
4,868
-124
5141
$261K ﹤0.01%
9,997
+1,443
5142
$260K ﹤0.01%
45,830
-26,366
5143
$259K ﹤0.01%
23,595
+7,546
5144
$259K ﹤0.01%
36,365
+3,224
5145
$259K ﹤0.01%
13,176
-15,293
5146
$259K ﹤0.01%
5,762
-505
5147
$259K ﹤0.01%
22,464
-2,006
5148
$258K ﹤0.01%
10,128
+3,181
5149
$258K ﹤0.01%
43,280
+18,306
5150
$258K ﹤0.01%
7,922
+1,222