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
2101
$14.8M ﹤0.01%
719,054
+40,904
2102
$14.8M ﹤0.01%
503,081
-3,128
2103
$14.8M ﹤0.01%
114,549
-5,440
2104
$14.7M ﹤0.01%
232,943
+16,482
2105
$14.7M ﹤0.01%
450,536
+134,536
2106
$14.7M ﹤0.01%
551,243
+34,541
2107
$14.7M ﹤0.01%
182,284
+56,156
2108
$14.7M ﹤0.01%
441,577
-42,684
2109
$14.7M ﹤0.01%
473,152
-20,332
2110
$14.6M ﹤0.01%
347,564
-85,395
2111
$14.6M ﹤0.01%
276,852
-37,743
2112
$14.6M ﹤0.01%
301,832
-14,721
2113
$14.6M ﹤0.01%
150,398
+49,115
2114
$14.6M ﹤0.01%
291,068
+50,892
2115
$14.6M ﹤0.01%
541,111
+53,509
2116
$14.6M ﹤0.01%
850,303
-26,733
2117
$14.6M ﹤0.01%
423,662
-16,430
2118
$14.5M ﹤0.01%
104,816
-3,530
2119
$14.5M ﹤0.01%
425,397
+29,110
2120
$14.5M ﹤0.01%
889,317
+171,331
2121
$14.5M ﹤0.01%
952,482
+137,006
2122
$14.5M ﹤0.01%
310,289
+22,063
2123
$14.5M ﹤0.01%
431,541
+390,794
2124
$14.4M ﹤0.01%
576,584
+56,816
2125
$14.4M ﹤0.01%
443,104
-10,972