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
5476
$154K ﹤0.01%
6,373
-1,556
5477
$153K ﹤0.01%
4,252
-252
5478
$152K ﹤0.01%
+600
5479
$152K ﹤0.01%
24,658
+8,248
5480
$152K ﹤0.01%
5,196
5481
$152K ﹤0.01%
31,837
-13,026
5482
$152K ﹤0.01%
25,601
-6,528
5483
$151K ﹤0.01%
+4,760
5484
$150K ﹤0.01%
2,969
-834
5485
$150K ﹤0.01%
+395
5486
$150K ﹤0.01%
22,136
-1,369
5487
$150K ﹤0.01%
14,017
+4,311
5488
$150K ﹤0.01%
24,314
-11,601
5489
$150K ﹤0.01%
14,804
-719
5490
$150K ﹤0.01%
+15,152
5491
$150K ﹤0.01%
6,212
+837
5492
$149K ﹤0.01%
3,195
+548
5493
$149K ﹤0.01%
28,644
+44
5494
$148K ﹤0.01%
6,997
-438
5495
$148K ﹤0.01%
19,273
+18,081
5496
$147K ﹤0.01%
7,065
-1,040
5497
$147K ﹤0.01%
9,894
+9,860
5498
$147K ﹤0.01%
6,397
+5,213
5499
$147K ﹤0.01%
1,817
-1,511
5500
$147K ﹤0.01%
48,156
+40,323