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
6526
$9K ﹤0.01%
218
6527
$9K ﹤0.01%
950
6528
$9K ﹤0.01%
12,196
6529
$9K ﹤0.01%
12,500
6530
$9K ﹤0.01%
280
-2,370
6531
$9K ﹤0.01%
152
+129
6532
$9K ﹤0.01%
15,977
6533
$9K ﹤0.01%
275
+222
6534
$8K ﹤0.01%
653
-422
6535
$8K ﹤0.01%
287
-1,131
6536
$8K ﹤0.01%
301
6537
$8K ﹤0.01%
1,859
6538
$8K ﹤0.01%
55
6539
$8K ﹤0.01%
140
6540
$8K ﹤0.01%
325
-912
6541
$8K ﹤0.01%
951
-152,799
6542
$8K ﹤0.01%
363
-1,325
6543
$8K ﹤0.01%
1,492
+440
6544
$8K ﹤0.01%
879
-19,121
6545
$8K ﹤0.01%
+146
6546
$8K ﹤0.01%
501
6547
$8K ﹤0.01%
1,442
-2,091
6548
$8K ﹤0.01%
+217
6549
$8K ﹤0.01%
1,154
-339
6550
$8K ﹤0.01%
+21