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
4951
$349K ﹤0.01%
7,224
+135
4952
$349K ﹤0.01%
9,490
-1,036
4953
$348K ﹤0.01%
11,097
-1,572
4954
$348K ﹤0.01%
1,521
+916
4955
$347K ﹤0.01%
18,801
+3,916
4956
$347K ﹤0.01%
6,858
-78,346
4957
$347K ﹤0.01%
23,911
-756
4958
$346K ﹤0.01%
13,527
+7,267
4959
$346K ﹤0.01%
21,951
-264,884
4960
$346K ﹤0.01%
6,347
+2,923
4961
$345K ﹤0.01%
32,492
-4,380
4962
$345K ﹤0.01%
108,776
+105,876
4963
$344K ﹤0.01%
33,655
-4,567
4964
$343K ﹤0.01%
6,750
-21,161
4965
$343K ﹤0.01%
+2,928
4966
$343K ﹤0.01%
13,798
-250,147
4967
$343K ﹤0.01%
22,093
+20,697
4968
$342K ﹤0.01%
8,317
-1,110
4969
$342K ﹤0.01%
7,248
+427
4970
$342K ﹤0.01%
14,774
-102
4971
$341K ﹤0.01%
12,623
+1,608
4972
$341K ﹤0.01%
56,321
+8,822
4973
$340K ﹤0.01%
32,532
+1,163
4974
$340K ﹤0.01%
1,705
-121
4975
$339K ﹤0.01%
3,325
-559