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
5351
$192K ﹤0.01%
24,966
-13,825
5352
$191K ﹤0.01%
10,275
-25
5353
$191K ﹤0.01%
6,825
-1,757
5354
$191K ﹤0.01%
5,154
+2,865
5355
$190K ﹤0.01%
13,010
+5,869
5356
$190K ﹤0.01%
5,524
-872
5357
$190K ﹤0.01%
7,362
-7,244
5358
$188K ﹤0.01%
16,416
-2,927
5359
$188K ﹤0.01%
15,736
-4,508
5360
$188K ﹤0.01%
31,788
-105,509
5361
$187K ﹤0.01%
36,014
-23,323
5362
$187K ﹤0.01%
14,933
+9,375
5363
$187K ﹤0.01%
150
+147
5364
$186K ﹤0.01%
17,840
+17,817
5365
$186K ﹤0.01%
7,269
+176
5366
$186K ﹤0.01%
75,446
-11,785
5367
$186K ﹤0.01%
+4,389
5368
$186K ﹤0.01%
3,905
-190
5369
$185K ﹤0.01%
6,413
+74
5370
$185K ﹤0.01%
5,099
-1,182
5371
$184K ﹤0.01%
35,607
+15,482
5372
$184K ﹤0.01%
18,873
+22
5373
$184K ﹤0.01%
18,800
5374
$183K ﹤0.01%
5,669
-1,314
5375
$183K ﹤0.01%
12,736
-2,070