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
5401
$175K ﹤0.01%
7,493
-1,846
5402
$175K ﹤0.01%
5,791
+607
5403
$175K ﹤0.01%
41,252
-512,295
5404
$175K ﹤0.01%
12,853
-650
5405
$174K ﹤0.01%
637
+9
5406
$174K ﹤0.01%
12,212
+651
5407
$173K ﹤0.01%
23,531
+288
5408
$173K ﹤0.01%
4,732
+515
5409
$173K ﹤0.01%
5,950
+528
5410
$172K ﹤0.01%
+11,134
5411
$172K ﹤0.01%
+8,375
5412
$172K ﹤0.01%
2,752
+669
5413
$172K ﹤0.01%
29,873
+10,656
5414
$172K ﹤0.01%
31,255
-3,306
5415
$171K ﹤0.01%
12,473
+928
5416
$171K ﹤0.01%
+8,500
5417
$171K ﹤0.01%
60,046
-15,268
5418
$170K ﹤0.01%
4,150
+1,370
5419
$170K ﹤0.01%
1,780
-399
5420
$170K ﹤0.01%
12,543
5421
$170K ﹤0.01%
4,643
+1,011
5422
$169K ﹤0.01%
+151
5423
$169K ﹤0.01%
23,057
-14,105
5424
$169K ﹤0.01%
18,347
-22,323
5425
$169K ﹤0.01%
6,855
-1,037