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
2376
$10.7M ﹤0.01%
444,594
+16,367
2377
$10.7M ﹤0.01%
339,753
-1,923
2378
$10.7M ﹤0.01%
329,257
+8,357
2379
$10.7M ﹤0.01%
249,787
+28,667
2380
$10.6M ﹤0.01%
260,516
-2,391
2381
$10.6M ﹤0.01%
433,562
+171,174
2382
$10.6M ﹤0.01%
75,273
+45,987
2383
$10.6M ﹤0.01%
853,362
+206,121
2384
$10.5M ﹤0.01%
111,735
-23,273
2385
$10.5M ﹤0.01%
400,722
+251,209
2386
$10.5M ﹤0.01%
193,658
+15,069
2387
$10.5M ﹤0.01%
282,037
-5,606
2388
$10.5M ﹤0.01%
459,604
+28,237
2389
$10.5M ﹤0.01%
224,922
+15,103
2390
$10.5M ﹤0.01%
301,127
-21,345
2391
$10.5M ﹤0.01%
665,050
-128,277
2392
$10.5M ﹤0.01%
379,815
+11,916
2393
$10.5M ﹤0.01%
231,220
-39,005
2394
$10.4M ﹤0.01%
666,865
+16,869
2395
$10.4M ﹤0.01%
244,202
+19,413
2396
$10.4M ﹤0.01%
380,325
+126,481
2397
$10.4M ﹤0.01%
178,402
-1,388
2398
$10.4M ﹤0.01%
156,448
+25,593
2399
$10.4M ﹤0.01%
160,441
+23,213
2400
$10.4M ﹤0.01%
517,164
-166,327