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
6301
$21K ﹤0.01%
1,101
+691
6302
$21K ﹤0.01%
5,517
-6,700
6303
$21K ﹤0.01%
952
6304
$21K ﹤0.01%
500
+300
6305
$21K ﹤0.01%
+1,035
6306
$21K ﹤0.01%
10,431
+10,121
6307
$21K ﹤0.01%
3,647
-9,700
6308
$21K ﹤0.01%
+10,501
6309
$21K ﹤0.01%
433
-197
6310
$21K ﹤0.01%
7,600
6311
$21K ﹤0.01%
1,094
+1,084
6312
$21K ﹤0.01%
33,333
6313
$21K ﹤0.01%
1,135
-1,558
6314
$21K ﹤0.01%
1,200
+100
6315
$20K ﹤0.01%
424
+42
6316
$20K ﹤0.01%
+127
6317
$20K ﹤0.01%
443
-1
6318
$20K ﹤0.01%
1,963
+1,466
6319
$20K ﹤0.01%
6,100
-99,885
6320
$20K ﹤0.01%
108
+43
6321
$20K ﹤0.01%
24,051
6322
-2
6323
$20K ﹤0.01%
1,377
6324
$20K ﹤0.01%
25,000
6325
$20K ﹤0.01%
649