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
1226
$48.6M 0.01%
1,053,780
-28
1227
$48.6M 0.01%
2,194,925
-54,052
1228
$48.5M 0.01%
1,001,018
+31,428
1229
$48.5M 0.01%
1,499,072
+227,177
1230
$48.3M 0.01%
243,030
+101,763
1231
$48.3M 0.01%
903,401
-982,776
1232
$48.3M 0.01%
410,711
+25,586
1233
$48M 0.01%
985,684
-89,146
1234
$48M 0.01%
3,042,393
+270,632
1235
$47.9M ﹤0.01%
1,058,655
-327,506
1236
$47.5M ﹤0.01%
1,258,770
-230,842
1237
$47.4M ﹤0.01%
6,300,922
-675,691
1238
$47.4M ﹤0.01%
3,182,775
+54,750
1239
$47.4M ﹤0.01%
2,179,523
+274,357
1240
$47.3M ﹤0.01%
1,136,618
-144,407
1241
$47.3M ﹤0.01%
308,876
+1,648
1242
$47.3M ﹤0.01%
502,225
+23,071
1243
$47.1M ﹤0.01%
415,211
-62,307
1244
$47M ﹤0.01%
394,218
-14,930
1245
$46.9M ﹤0.01%
2,260,382
+210,586
1246
$46.8M ﹤0.01%
899,654
+372,760
1247
$46.8M ﹤0.01%
959,839
+253,846
1248
$46.7M ﹤0.01%
648,116
-138,413
1249
$46.7M ﹤0.01%
1,166,975
-21,456
1250
$46.7M ﹤0.01%
453,036
-15,298