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
3351
$3.07M ﹤0.01%
357,298
-17,820
3352
$3.07M ﹤0.01%
171,947
-2,718
3353
$3.07M ﹤0.01%
50,403
+13,604
3354
$3.07M ﹤0.01%
315,096
3355
$3.06M ﹤0.01%
51,957
+19,291
3356
$3.06M ﹤0.01%
86,073
-32,895
3357
$3.06M ﹤0.01%
84,573
+35,285
3358
$3.05M ﹤0.01%
119,995
-7,801
3359
$3.05M ﹤0.01%
311,614
-100,000
3360
$3.04M ﹤0.01%
105,481
+21,544
3361
$3.04M ﹤0.01%
86,755
-6,931
3362
$3.02M ﹤0.01%
148,508
+139,131
3363
$3.02M ﹤0.01%
55,280
+3,197
3364
$3.02M ﹤0.01%
34,512
-462
3365
$3.02M ﹤0.01%
24,648
+136
3366
$3.02M ﹤0.01%
312,434
+46,699
3367
$3.01M ﹤0.01%
300,000
3368
$3.01M ﹤0.01%
59,421
-123,512
3369
$3.01M ﹤0.01%
332,530
-12,460
3370
$2.99M ﹤0.01%
300,900
+300,000
3371
$2.99M ﹤0.01%
155,936
-227
3372
$2.98M ﹤0.01%
25,212
+1,684
3373
$2.98M ﹤0.01%
185,335
-2,360
3374
$2.97M ﹤0.01%
70,902
+22,741
3375
$2.96M ﹤0.01%
130,859
-5,823