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
5151
$257K ﹤0.01%
+22,061
5152
$257K ﹤0.01%
14,054
-27,620
5153
$257K ﹤0.01%
17,844
-1,919
5154
$257K ﹤0.01%
+23,300
5155
$257K ﹤0.01%
9,148
+279
5156
$256K ﹤0.01%
12,349
5157
$256K ﹤0.01%
3,879
-3,538
5158
$256K ﹤0.01%
8,648
-619
5159
$256K ﹤0.01%
7,007
5160
$256K ﹤0.01%
40,101
+2,898
5161
$256K ﹤0.01%
16,362
+1,665
5162
$255K ﹤0.01%
+25,000
5163
$254K ﹤0.01%
51,522
-2,189
5164
$254K ﹤0.01%
11,260
-1,008
5165
$254K ﹤0.01%
7,784
5166
$253K ﹤0.01%
970
+498
5167
$253K ﹤0.01%
5,994
-219
5168
$252K ﹤0.01%
1,433
-419
5169
$252K ﹤0.01%
11,597
+8,295
5170
$251K ﹤0.01%
13,668
+5,967
5171
$251K ﹤0.01%
22,082
+8,599
5172
$250K ﹤0.01%
7,242
-2,310
5173
$250K ﹤0.01%
7,589
+2,854
5174
$250K ﹤0.01%
1,000
+638
5175
$249K ﹤0.01%
+11,725