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
3176
$3.87M ﹤0.01%
388,554
3177
$3.85M ﹤0.01%
223,876
+41,893
3178
$3.85M ﹤0.01%
314,325
-26,261
3179
$3.85M ﹤0.01%
104,781
+13,443
3180
$3.84M ﹤0.01%
75,140
-20,864
3181
$3.84M ﹤0.01%
181,620
+22,265
3182
$3.83M ﹤0.01%
239,559
+109,090
3183
$3.82M ﹤0.01%
72,771
+5,544
3184
$3.81M ﹤0.01%
391,000
3185
$3.8M ﹤0.01%
186,966
-1,233
3186
$3.8M ﹤0.01%
+80,561
3187
$3.79M ﹤0.01%
31,789
-8,038
3188
$3.79M ﹤0.01%
284,621
+32,813
3189
$3.79M ﹤0.01%
732,095
+719,108
3190
$3.79M ﹤0.01%
40,284
+2,223
3191
$3.78M ﹤0.01%
90,747
-105,299
3192
$3.78M ﹤0.01%
77,511
+10,169
3193
$3.78M ﹤0.01%
262,717
+17,441
3194
$3.78M ﹤0.01%
814,398
+84,932
3195
$3.78M ﹤0.01%
38,124
3196
$3.77M ﹤0.01%
381,300
+54,292
3197
$3.77M ﹤0.01%
94,836
+33,297
3198
$3.77M ﹤0.01%
51,268
-4,687
3199
$3.76M ﹤0.01%
192,250
+29,322
3200
$3.75M ﹤0.01%
35,579
+7,878