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
6176
$32K ﹤0.01%
137
-1,035
6177
$32K ﹤0.01%
148
-246
6178
$32K ﹤0.01%
3,139
-4,746
6179
$32K ﹤0.01%
3,286
-29,932
6180
$32K ﹤0.01%
2,959
-77
6181
$32K ﹤0.01%
2,647
+192
6182
$32K ﹤0.01%
5,756
-330
6183
$32K ﹤0.01%
55,721
6184
$32K ﹤0.01%
2,249
+1,351
6185
$31K ﹤0.01%
1,550
-300
6186
$31K ﹤0.01%
387
+368
6187
$31K ﹤0.01%
1,377
+162
6188
$31K ﹤0.01%
+3,000
6189
$31K ﹤0.01%
+2,586
6190
$31K ﹤0.01%
928
-1,953
6191
$31K ﹤0.01%
+4,215
6192
$31K ﹤0.01%
41,523
6193
$31K ﹤0.01%
37,888
6194
$31K ﹤0.01%
6,706
-3,385
6195
$31K ﹤0.01%
855
-1,190
6196
$31K ﹤0.01%
157
+7
6197
$30K ﹤0.01%
2,470
-14,398
6198
$30K ﹤0.01%
+12,593
6199
$30K ﹤0.01%
2,997
+112
6200
$30K ﹤0.01%
2,447
-1,702