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
5951
$56K ﹤0.01%
1,033
+1,001
5952
$56K ﹤0.01%
88,577
5953
$56K ﹤0.01%
904
+221
5954
$56K ﹤0.01%
7,572
-537
5955
$56K ﹤0.01%
891
-108
5956
$56K ﹤0.01%
27,213
-22,199
5957
$55K ﹤0.01%
1,736
-179
5958
$55K ﹤0.01%
6,936
+2,917
5959
$55K ﹤0.01%
19,785
+14,761
5960
$55K ﹤0.01%
5,633
5961
$54K ﹤0.01%
9,238
+146
5962
$54K ﹤0.01%
+1,175
5963
$54K ﹤0.01%
+5,674
5964
$54K ﹤0.01%
3,342
-221
5965
$54K ﹤0.01%
6,237
+875
5966
$54K ﹤0.01%
+9,070
5967
$54K ﹤0.01%
3,608
5968
$54K ﹤0.01%
14,777
-9,851
5969
$53K ﹤0.01%
4,825
-30
5970
$53K ﹤0.01%
515
+234
5971
$53K ﹤0.01%
3,618
-5,379
5972
$53K ﹤0.01%
1,783
-452
5973
$53K ﹤0.01%
5,132
+157
5974
$53K ﹤0.01%
1,468
+44
5975
$53K ﹤0.01%
+2,600