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
1701
$25.1M ﹤0.01%
914,633
+148,510
1702
$25M ﹤0.01%
432,960
-102,830
1703
$25M ﹤0.01%
2,994,846
+136,068
1704
$25M ﹤0.01%
632,868
+17,900
1705
$25M ﹤0.01%
621,214
+80,371
1706
$25M ﹤0.01%
292,261
+31,550
1707
$24.9M ﹤0.01%
707,388
-14,396
1708
$24.9M ﹤0.01%
778,670
-1,776,375
1709
$24.9M ﹤0.01%
434,855
+200,827
1710
$24.9M ﹤0.01%
151,814
-1,204
1711
$24.9M ﹤0.01%
117,192
-5,081
1712
$24.9M ﹤0.01%
232,441
+7,682
1713
$24.8M ﹤0.01%
62,044
+43,008
1714
$24.7M ﹤0.01%
1,785,908
+48,476
1715
$24.7M ﹤0.01%
644,014
-76,608
1716
$24.6M ﹤0.01%
189,666
-27,842
1717
$24.6M ﹤0.01%
207,429
-1,042
1718
$24.6M ﹤0.01%
300,836
+34,067
1719
$24.6M ﹤0.01%
592,815
+164,194
1720
$24.5M ﹤0.01%
264,270
-95,301
1721
$24.4M ﹤0.01%
743,870
-9,215
1722
$24.4M ﹤0.01%
528,430
+68,124
1723
$24.3M ﹤0.01%
451,073
+35,619
1724
$24.3M ﹤0.01%
812,100
+60,415
1725
$24.2M ﹤0.01%
564,389
+48,528