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
5426
$168K ﹤0.01%
5,347
-32
5427
$168K ﹤0.01%
41,050
-1,039
5428
$168K ﹤0.01%
+51,756
5429
$167K ﹤0.01%
11,980
-290
5430
$167K ﹤0.01%
2,396
-607
5431
$166K ﹤0.01%
9,358
+401
5432
$166K ﹤0.01%
18,439
+16,629
5433
$166K ﹤0.01%
5,734
-1,223
5434
$166K ﹤0.01%
8,583
+3,781
5435
$165K ﹤0.01%
7,857
-9,981
5436
$165K ﹤0.01%
38,223
+3,793
5437
$165K ﹤0.01%
4,626
-576
5438
0
5439
$165K ﹤0.01%
512
+74
5440
$163K ﹤0.01%
7,027
5441
$161K ﹤0.01%
9,533
+6,033
5442
$161K ﹤0.01%
31,651
+6,692
5443
$161K ﹤0.01%
13,984
+13,966
5444
$161K ﹤0.01%
19,460
+2,340
5445
$161K ﹤0.01%
3,383
-476
5446
$160K ﹤0.01%
16,098
-21,304
5447
$160K ﹤0.01%
6,329
-26,685
5448
$160K ﹤0.01%
15,761
-8,960
5449
$160K ﹤0.01%
7,230
-400
5450
$159K ﹤0.01%
+11,478