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
2201
$13.2M ﹤0.01%
319,781
+75,494
2202
$13.1M ﹤0.01%
284,496
+13,113
2203
$13.1M ﹤0.01%
605,280
+80,394
2204
$13.1M ﹤0.01%
109,762
+3,991
2205
$13.1M ﹤0.01%
206,465
-17,719
2206
$13.1M ﹤0.01%
632,090
+573,203
2207
$13.1M ﹤0.01%
187,215
+3,542
2208
$13.1M ﹤0.01%
137,086
-15,599
2209
$13M ﹤0.01%
469,393
+90,198
2210
$13M ﹤0.01%
628,586
+417,756
2211
$13M ﹤0.01%
171,007
+29,391
2212
$13M ﹤0.01%
732,949
-21,340
2213
$13M ﹤0.01%
345,486
+6,101
2214
$13M ﹤0.01%
1,145,673
+24,674
2215
$12.9M ﹤0.01%
255,846
+74,435
2216
$12.9M ﹤0.01%
601,834
+197,406
2217
$12.9M ﹤0.01%
39,081
+3,316
2218
$12.9M ﹤0.01%
186,750
+15,616
2219
$12.9M ﹤0.01%
482,258
-99,793
2220
$12.8M ﹤0.01%
1,191,059
+153,807
2221
$12.8M ﹤0.01%
392,945
-70,447
2222
$12.8M ﹤0.01%
113,407
+35,645
2223
$12.7M ﹤0.01%
177,056
-8,019
2224
$12.7M ﹤0.01%
307,327
+3,336
2225
$12.7M ﹤0.01%
489,099
+45,422