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
1576
$29M ﹤0.01%
613,706
-155,662
1577
$29M ﹤0.01%
883,332
+97,401
1578
$28.9M ﹤0.01%
876,987
-119,075
1579
$28.8M ﹤0.01%
792,530
+192,349
1580
$28.8M ﹤0.01%
234,476
-56,585
1581
$28.8M ﹤0.01%
701,747
+70,992
1582
$28.8M ﹤0.01%
1,645,784
+547,414
1583
$28.8M ﹤0.01%
280,886
-122,009
1584
$28.7M ﹤0.01%
280,463
-364
1585
$28.7M ﹤0.01%
596,728
+45,570
1586
$28.6M ﹤0.01%
426,925
-436,757
1587
$28.5M ﹤0.01%
321,310
-845,380
1588
$28.5M ﹤0.01%
734,608
+17,581
1589
$28.5M ﹤0.01%
475,494
-53,100
1590
$28.4M ﹤0.01%
354,218
+3,817
1591
$28.4M ﹤0.01%
2,451,054
+8,166
1592
$28.4M ﹤0.01%
195,507
+16,876
1593
$28.4M ﹤0.01%
596,711
+14,852
1594
$28.3M ﹤0.01%
809,614
+7,964
1595
$28.3M ﹤0.01%
2,909,755
+816,035
1596
$28.3M ﹤0.01%
744,357
+131,498
1597
$28.2M ﹤0.01%
393,298
+35,085
1598
$28.2M ﹤0.01%
951,643
+49,880
1599
$28.1M ﹤0.01%
843,203
-7,664
1600
$28.1M ﹤0.01%
188,581
-156,796