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
5276
$215K ﹤0.01%
10,472
-3,111
5277
$214K ﹤0.01%
12,210
-1,016
5278
$214K ﹤0.01%
8,397
-3,926
5279
$214K ﹤0.01%
18,621
-1,811
5280
$213K ﹤0.01%
9,338
-1,562
5281
$213K ﹤0.01%
29,235
+3,384
5282
$213K ﹤0.01%
21,233
-13,783
5283
$212K ﹤0.01%
+8,770
5284
$212K ﹤0.01%
4,842
+851
5285
$212K ﹤0.01%
8,870
+120
5286
$211K ﹤0.01%
7,468
-2,809
5287
$211K ﹤0.01%
16,829
-220
5288
$211K ﹤0.01%
30,943
-883
5289
$211K ﹤0.01%
5,635
5290
$211K ﹤0.01%
+2,048
5291
$211K ﹤0.01%
5,704
+4,513
5292
$211K ﹤0.01%
+9,608
5293
$210K ﹤0.01%
13,605
+1,717
5294
$210K ﹤0.01%
14,797
-23,679
5295
$210K ﹤0.01%
27,700
+10,395
5296
$209K ﹤0.01%
9,264
-5,372
5297
$209K ﹤0.01%
9,676
5298
$209K ﹤0.01%
8,216
+1,648
5299
$209K ﹤0.01%
7,229
-1,051
5300
$209K ﹤0.01%
52,755
-16