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
5526
$140K ﹤0.01%
14,129
5527
$139K ﹤0.01%
11,000
+7,092
5528
$139K ﹤0.01%
37,945
+1,315
5529
$139K ﹤0.01%
3,114
-187
5530
$138K ﹤0.01%
7,863
-5,044
5531
$138K ﹤0.01%
18,220
-17,907
5532
$138K ﹤0.01%
910
+552
5533
$138K ﹤0.01%
19,012
5534
$137K ﹤0.01%
3,060
-122,850
5535
$137K ﹤0.01%
1,059
+93
5536
$137K ﹤0.01%
14,223
-1,813
5537
$137K ﹤0.01%
46,392
+15,018
5538
$136K ﹤0.01%
12,664
+12,164
5539
$136K ﹤0.01%
10,087
+3,291
5540
$136K ﹤0.01%
36,480
+16,430
5541
$136K ﹤0.01%
5,707
+1,566
5542
$135K ﹤0.01%
15,158
-3,108
5543
$135K ﹤0.01%
1,499
+79
5544
$134K ﹤0.01%
10,626
-1,185
5545
$134K ﹤0.01%
+7,909
5546
$134K ﹤0.01%
34,134
+12,441
5547
$134K ﹤0.01%
2,929
+2,150
5548
$134K ﹤0.01%
17,811
5549
$134K ﹤0.01%
3,466
-953
5550
$134K ﹤0.01%
3,516
-7,456