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
4701
$510K ﹤0.01%
22,698
+3,013
4702
$509K ﹤0.01%
6,906
+999
4703
$509K ﹤0.01%
51,600
4704
$507K ﹤0.01%
44,845
+31,712
4705
$507K ﹤0.01%
139,688
-7,834
4706
$504K ﹤0.01%
+49,750
4707
$503K ﹤0.01%
27,205
-10,970
4708
$503K ﹤0.01%
99,247
-7,625
4709
$502K ﹤0.01%
22,813
+3,209
4710
$502K ﹤0.01%
13,204
+326
4711
$502K ﹤0.01%
50,000
4712
$501K ﹤0.01%
29,312
+1,517
4713
$500K ﹤0.01%
4,359
+4,330
4714
$498K ﹤0.01%
50,000
-6,524
4715
$498K ﹤0.01%
22,375
-473
4716
$497K ﹤0.01%
25,000
4717
$497K ﹤0.01%
32,650
4718
$495K ﹤0.01%
49,998
4719
$495K ﹤0.01%
23,336
-5,281
4720
$494K ﹤0.01%
12,743
-1,710
4721
$494K ﹤0.01%
9,703
-268,789
4722
$493K ﹤0.01%
11,285
+158
4723
$493K ﹤0.01%
14,768
-2,531
4724
$493K ﹤0.01%
44,434
+16,376
4725
$493K ﹤0.01%
18,598
-2,232