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
6451
$12K ﹤0.01%
+1,153
6452
$12K ﹤0.01%
3,039
-260
6453
$12K ﹤0.01%
12,500
6454
$12K ﹤0.01%
987
+934
6455
$12K ﹤0.01%
+1,072
6456
$12K ﹤0.01%
3,694
+2,087
6457
$12K ﹤0.01%
8,890
+3,017
6458
$12K ﹤0.01%
2,229
-9
6459
$12K ﹤0.01%
3,188
-6,143
6460
$12K ﹤0.01%
+199
6461
$12K ﹤0.01%
253
-129,005
6462
$12K ﹤0.01%
575
-4,488
6463
$11K ﹤0.01%
400
-2,305
6464
$11K ﹤0.01%
6,185
+6,178
6465
$11K ﹤0.01%
1,277
+1,046
6466
$11K ﹤0.01%
+1,401
6467
$11K ﹤0.01%
484
-216
6468
$11K ﹤0.01%
+132
6469
$11K ﹤0.01%
15,697
+13,697
6470
$11K ﹤0.01%
640
-938
6471
$11K ﹤0.01%
619
+132
6472
$11K ﹤0.01%
+471
6473
$11K ﹤0.01%
242
+240
6474
$11K ﹤0.01%
+628
6475
$11K ﹤0.01%
+598