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
2126
$14.4M ﹤0.01%
393,981
+58,810
2127
$14.4M ﹤0.01%
371,691
+10,940
2128
$14.4M ﹤0.01%
339,662
+29,086
2129
$14.4M ﹤0.01%
306,135
+16,107
2130
$14.4M ﹤0.01%
629,428
+43,952
2131
$14.3M ﹤0.01%
263,019
-8,092
2132
$14.3M ﹤0.01%
489,329
-32,351
2133
$14.3M ﹤0.01%
244,256
-15,670
2134
$14.3M ﹤0.01%
241,171
-23,921
2135
$14.3M ﹤0.01%
358,281
+12,361
2136
$14.2M ﹤0.01%
181,933
-265,799
2137
$14.2M ﹤0.01%
1,259,358
+164,287
2138
$14.2M ﹤0.01%
848,613
+70,281
2139
$14.2M ﹤0.01%
350,017
-31,876
2140
$14.1M ﹤0.01%
90,138
-381
2141
$14.1M ﹤0.01%
350,882
-4,365
2142
$14.1M ﹤0.01%
141,519
+4,609
2143
$14.1M ﹤0.01%
479,455
-17,001
2144
$14.1M ﹤0.01%
672,609
-36,277
2145
$14.1M ﹤0.01%
183,644
-11,707
2146
$14.1M ﹤0.01%
310,575
+18,415
2147
$14M ﹤0.01%
289,935
+109,794
2148
$14M ﹤0.01%
141,997
+1,307
2149
$14M ﹤0.01%
626,519
+22,734
2150
$14M ﹤0.01%
284,490
+44,145