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
5876
$67K ﹤0.01%
9,760
-5,663
5877
$67K ﹤0.01%
5,586
-1,431
5878
$67K ﹤0.01%
1,171
-2,912
5879
$67K ﹤0.01%
1,180
+30
5880
$66K ﹤0.01%
9,878
+5,631
5881
$66K ﹤0.01%
94,166
5882
$66K ﹤0.01%
3,315
+596
5883
$66K ﹤0.01%
1,071
-146
5884
$66K ﹤0.01%
23,582
-8,680
5885
$66K ﹤0.01%
6,650
-1,057
5886
$65K ﹤0.01%
+2,536
5887
$65K ﹤0.01%
2,370
+181
5888
$65K ﹤0.01%
2,064
-11,848
5889
$65K ﹤0.01%
13,990
+38
5890
$65K ﹤0.01%
4,078
5891
$65K ﹤0.01%
61,000
5892
$65K ﹤0.01%
1,474
+96
5893
$64K ﹤0.01%
1,098
+314
5894
$64K ﹤0.01%
7,367
+182
5895
$64K ﹤0.01%
34,016
+11,315
5896
$64K ﹤0.01%
512
+135
5897
$64K ﹤0.01%
4,857
+231
5898
$64K ﹤0.01%
961
+503
5899
$64K ﹤0.01%
7,846
-2,692
5900
$64K ﹤0.01%
5,173
-1,139