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
4101
$1.15M ﹤0.01%
36,310
-24,986
4102
$1.14M ﹤0.01%
30,320
+218
4103
$1.14M ﹤0.01%
293,690
+128,481
4104
$1.14M ﹤0.01%
199,023
+175,142
4105
$1.14M ﹤0.01%
+15,855
4106
$1.14M ﹤0.01%
106,536
-16,533
4107
$1.14M ﹤0.01%
28,592
-4,086
4108
$1.14M ﹤0.01%
69,587
+45,070
4109
$1.14M ﹤0.01%
113,894
4110
$1.13M ﹤0.01%
83,829
-1,205
4111
$1.13M ﹤0.01%
23,697
+3,560
4112
$1.13M ﹤0.01%
92,732
+14,803
4113
$1.13M ﹤0.01%
52,851
-20,936
4114
$1.13M ﹤0.01%
12,986
+12,963
4115
$1.13M ﹤0.01%
54,388
+1,435
4116
$1.13M ﹤0.01%
11,783
-15,364
4117
$1.13M ﹤0.01%
115,216
4118
$1.12M ﹤0.01%
72,573
-14,015
4119
$1.12M ﹤0.01%
58,791
+6,603
4120
$1.11M ﹤0.01%
+50,000
4121
$1.11M ﹤0.01%
66,483
-33,967
4122
$1.11M ﹤0.01%
5,437
+1,944
4123
$1.1M ﹤0.01%
45,129
+1,425
4124
$1.1M ﹤0.01%
1,986
-3,501
4125
$1.1M ﹤0.01%
114,028