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
5851
$72K ﹤0.01%
7,840
-6,151
5852
$72K ﹤0.01%
1,445
-806
5853
$72K ﹤0.01%
5,114
+47
5854
$72K ﹤0.01%
31,530
-109,798
5855
$71K ﹤0.01%
3,034
-1,702
5856
$71K ﹤0.01%
1,316
+552
5857
0
5858
$71K ﹤0.01%
+4,765
5859
$70K ﹤0.01%
843
+593
5860
$70K ﹤0.01%
2,618
+438
5861
$70K ﹤0.01%
2,307
-3,217
5862
$70K ﹤0.01%
+4,375
5863
$70K ﹤0.01%
3,832
+2,891
5864
$70K ﹤0.01%
12,094
-8,118
5865
$69K ﹤0.01%
4,399
+1,036
5866
$69K ﹤0.01%
15
+7
5867
$69K ﹤0.01%
83,173
5868
$69K ﹤0.01%
9,303
-3,919
5869
$68K ﹤0.01%
1,351
+599
5870
$68K ﹤0.01%
3,912
+1,412
5871
$68K ﹤0.01%
4,310
+3,197
5872
$68K ﹤0.01%
9,405
+2,378
5873
$68K ﹤0.01%
5,571
+5,220
5874
$68K ﹤0.01%
+106,000
5875
$68K ﹤0.01%
9,707
+281