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
6126
$36K ﹤0.01%
+833
6127
$36K ﹤0.01%
25,181
-78,633
6128
$36K ﹤0.01%
3,685
+2,788
6129
$36K ﹤0.01%
+5,164
6130
$36K ﹤0.01%
3,168
+1,166
6131
$36K ﹤0.01%
1,359
-176
6132
$36K ﹤0.01%
+1,186
6133
$36K ﹤0.01%
1,659
-1,297
6134
$36K ﹤0.01%
2,249
-249
6135
$36K ﹤0.01%
21,183
+4,921
6136
$36K ﹤0.01%
3,371
+1,145
6137
$36K ﹤0.01%
36
-9
6138
$36K ﹤0.01%
3,467
-1,580
6139
$36K ﹤0.01%
3,616
6140
$36K ﹤0.01%
+20,500
6141
$36K ﹤0.01%
3,662
6142
$35K ﹤0.01%
1,799
+99
6143
$35K ﹤0.01%
+1,625
6144
$35K ﹤0.01%
894
+27
6145
$35K ﹤0.01%
14,424
-39,691
6146
$35K ﹤0.01%
4,677
-24,030
6147
$35K ﹤0.01%
2,519
+600
6148
$35K ﹤0.01%
89
+19
6149
$35K ﹤0.01%
3,061
-12,135
6150
$34K ﹤0.01%
1,359
-161