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
5226
$231K ﹤0.01%
4,874
-486
5227
$231K ﹤0.01%
20,178
-744
5228
$230K ﹤0.01%
16,198
-2,093
5229
$230K ﹤0.01%
7,716
-66,683
5230
$230K ﹤0.01%
10,228
+557
5231
$229K ﹤0.01%
7,670
+1,230
5232
$229K ﹤0.01%
10,000
5233
$228K ﹤0.01%
18,148
+6,899
5234
$228K ﹤0.01%
48,434
+40,090
5235
$227K ﹤0.01%
+27,500
5236
$226K ﹤0.01%
7,573
-1,215
5237
$226K ﹤0.01%
87,368
+87,260
5238
$226K ﹤0.01%
148,629
-1,450
5239
$225K ﹤0.01%
8,256
-1,630
5240
$225K ﹤0.01%
7,216
-2,959
5241
$225K ﹤0.01%
5,154
+125
5242
$225K ﹤0.01%
4,939
-612
5243
$225K ﹤0.01%
68,040
-8,171
5244
$225K ﹤0.01%
20,864
+7,088
5245
$224K ﹤0.01%
1,569
+114
5246
$224K ﹤0.01%
43,693
+6,443
5247
$223K ﹤0.01%
9,503
+1,488
5248
$223K ﹤0.01%
17,152
-5,677
5249
$222K ﹤0.01%
7,095
+2,073
5250
$222K ﹤0.01%
11,859
+3,226