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
6101
$39K ﹤0.01%
+117
6102
$39K ﹤0.01%
6,250
+5,850
6103
$39K ﹤0.01%
43,803
6104
$39K ﹤0.01%
58,333
6105
$39K ﹤0.01%
186
6106
$38K ﹤0.01%
782
-1,639
6107
$38K ﹤0.01%
2,841
6108
$38K ﹤0.01%
2,340
-1,570
6109
$38K ﹤0.01%
373
-303
6110
$38K ﹤0.01%
1,696
+845
6111
$38K ﹤0.01%
5,687
-966
6112
$38K ﹤0.01%
7,333
6113
$38K ﹤0.01%
+3,800
6114
$38K ﹤0.01%
+1,178
6115
$38K ﹤0.01%
3,137
-4,644
6116
$38K ﹤0.01%
2,466
6117
$37K ﹤0.01%
680
+668
6118
$37K ﹤0.01%
1,688
+135
6119
$37K ﹤0.01%
728
+18
6120
$37K ﹤0.01%
3,004
-880
6121
$37K ﹤0.01%
4,148
-613
6122
$37K ﹤0.01%
41,173
+249
6123
$37K ﹤0.01%
5,592
-2,485
6124
$37K ﹤0.01%
9,628
-1,889
6125
$36K ﹤0.01%
6,445
+1,200