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
2301
$11.6M ﹤0.01%
+226,744
2302
$11.5M ﹤0.01%
786,126
+1,043
2303
$11.5M ﹤0.01%
141,932
+25,596
2304
$11.5M ﹤0.01%
292,558
+17,203
2305
$11.5M ﹤0.01%
460,652
+42,797
2306
$11.5M ﹤0.01%
417,729
+138,100
2307
$11.4M ﹤0.01%
493,841
-54,402
2308
$11.4M ﹤0.01%
227,484
+20,733
2309
$11.4M ﹤0.01%
462,504
-434,841
2310
$11.4M ﹤0.01%
1,144,752
-1,747
2311
$11.4M ﹤0.01%
219,035
+4,039
2312
$11.4M ﹤0.01%
171,131
+2,603
2313
$11.4M ﹤0.01%
141,857
+15,809
2314
$11.4M ﹤0.01%
695,954
+10,138
2315
$11.4M ﹤0.01%
269,345
+15,197
2316
$11.3M ﹤0.01%
1,483,601
+40,496
2317
$11.3M ﹤0.01%
266,470
+177,282
2318
$11.3M ﹤0.01%
48,259
+5,654
2319
$11.3M ﹤0.01%
531,866
-22,140
2320
$11.3M ﹤0.01%
308,222
+46,388
2321
$11.3M ﹤0.01%
290,132
+46,959
2322
$11.3M ﹤0.01%
380,818
+33,102
2323
$11.3M ﹤0.01%
123,700
-14,647
2324
$11.3M ﹤0.01%
193,212
+21,721
2325
$11.2M ﹤0.01%
380,100
+63,686