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
2451
$9.76M ﹤0.01%
325,062
+58,959
2452
$9.74M ﹤0.01%
153,205
-13,431
2453
$9.74M ﹤0.01%
275,889
+75,953
2454
$9.73M ﹤0.01%
669,965
+50,168
2455
$9.72M ﹤0.01%
194,570
+51,711
2456
$9.71M ﹤0.01%
281,714
+85,364
2457
$9.7M ﹤0.01%
347,376
-4,002
2458
$9.66M ﹤0.01%
196,095
+128,924
2459
$9.66M ﹤0.01%
1,228,429
+44,505
2460
$9.65M ﹤0.01%
257,329
-409
2461
$9.65M ﹤0.01%
217,578
-47,592
2462
$9.65M ﹤0.01%
169,860
+52,141
2463
$9.64M ﹤0.01%
210,923
+57,654
2464
$9.64M ﹤0.01%
164,298
-6,684
2465
$9.61M ﹤0.01%
235,585
-15,506
2466
$9.61M ﹤0.01%
277,241
+34,315
2467
$9.6M ﹤0.01%
147,110
+17,512
2468
$9.58M ﹤0.01%
404,710
+97,102
2469
$9.58M ﹤0.01%
200,501
+196,125
2470
$9.56M ﹤0.01%
991,515
-157,545
2471
$9.54M ﹤0.01%
931,946
+241,939
2472
$9.54M ﹤0.01%
410,285
-2,416
2473
$9.53M ﹤0.01%
161,788
+19,394
2474
$9.52M ﹤0.01%
223,986
+7,293
2475
$9.5M ﹤0.01%
82,231
+73,491