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
2401
$10.4M ﹤0.01%
279,347
-21,275
2402
$10.4M ﹤0.01%
116,475
+2,340
2403
$10.4M ﹤0.01%
313,989
+145,566
2404
$10.4M ﹤0.01%
192,550
-32,780
2405
$10.4M ﹤0.01%
698,827
-24,068
2406
$10.4M ﹤0.01%
190,637
-2,555
2407
$10.4M ﹤0.01%
103,513
+43,365
2408
$10.3M ﹤0.01%
364,421
+7,721
2409
$10.3M ﹤0.01%
196,595
+62,473
2410
$10.3M ﹤0.01%
369,861
-567
2411
$10.3M ﹤0.01%
1,670,838
+86,927
2412
$10.3M ﹤0.01%
166,840
-18,566
2413
$10.3M ﹤0.01%
1,055,397
+458,035
2414
$10.3M ﹤0.01%
413,389
-725
2415
$10.2M ﹤0.01%
400,000
2416
$10.2M ﹤0.01%
87,612
+54,107
2417
$10.2M ﹤0.01%
200,777
-28,307
2418
$10.2M ﹤0.01%
153,520
+20,406
2419
$10.2M ﹤0.01%
+51,758
2420
$10.2M ﹤0.01%
160,721
-9,877
2421
$10.1M ﹤0.01%
1,329,057
+611,235
2422
$10.1M ﹤0.01%
357,364
+97,092
2423
$10.1M ﹤0.01%
501,403
+234,481
2424
$10.1M ﹤0.01%
201,157
-43,368
2425
$10.1M ﹤0.01%
220,345
+68,364