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
4676
$535K ﹤0.01%
23,610
+578
4677
$533K ﹤0.01%
61,860
-235,357
4678
$532K ﹤0.01%
43,786
-33,136
4679
$532K ﹤0.01%
29,334
-30,387
4680
$532K ﹤0.01%
172,417
+1,520
4681
$531K ﹤0.01%
17,401
-897
4682
$529K ﹤0.01%
82,713
+22,838
4683
$529K ﹤0.01%
805
-257
4684
$528K ﹤0.01%
40,004
-3,155
4685
$528K ﹤0.01%
29,811
-9,576
4686
$526K ﹤0.01%
52,644
+16,606
4687
$524K ﹤0.01%
34,227
-11,844
4688
$522K ﹤0.01%
1,349
+679
4689
$522K ﹤0.01%
143,610
+2,396
4690
$521K ﹤0.01%
28,274
-4,289
4691
$520K ﹤0.01%
10,593
+311
4692
$519K ﹤0.01%
23,657
+5,746
4693
$518K ﹤0.01%
21,132
-1,506
4694
$517K ﹤0.01%
5,362
+5,052
4695
$516K ﹤0.01%
52,400
4696
$516K ﹤0.01%
50,000
4697
$516K ﹤0.01%
50,000
4698
$516K ﹤0.01%
42,830
+12,089
4699
$513K ﹤0.01%
50,650
-1,016
4700
$512K ﹤0.01%
51,116
+2,140