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
2626
$7.89M ﹤0.01%
88,260
-1,640
2627
$7.88M ﹤0.01%
380,494
+27,818
2628
$7.87M ﹤0.01%
159,149
+18,241
2629
$7.86M ﹤0.01%
164,122
+84,179
2630
$7.83M ﹤0.01%
447,409
-18,806
2631
$7.83M ﹤0.01%
67,334
+14,996
2632
$7.82M ﹤0.01%
98,070
+60,744
2633
$7.81M ﹤0.01%
290,478
+46,850
2634
$7.81M ﹤0.01%
256,379
-477,285
2635
$7.79M ﹤0.01%
121,666
+37,356
2636
$7.79M ﹤0.01%
241,731
+84,028
2637
$7.78M ﹤0.01%
278,722
+136,562
2638
$7.77M ﹤0.01%
116,058
+4,749
2639
$7.77M ﹤0.01%
220,073
+20,211
2640
$7.75M ﹤0.01%
588,253
+68,062
2641
$7.75M ﹤0.01%
404,231
+19,771
2642
$7.74M ﹤0.01%
582,547
+47,856
2643
$7.74M ﹤0.01%
228,827
+20,051
2644
$7.72M ﹤0.01%
470,765
+36,039
2645
$7.72M ﹤0.01%
95,452
+13,365
2646
$7.67M ﹤0.01%
257,560
-42,095
2647
$7.67M ﹤0.01%
164,217
+44,411
2648
$7.66M ﹤0.01%
207,657
+12,670
2649
$7.65M ﹤0.01%
89,453
+3,321
2650
$7.63M ﹤0.01%
500,098
+62,682