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
1026
$72.5M 0.01%
1,709,403
+598,600
1027
$72.5M 0.01%
3,437,209
+26,210
1028
$72.3M 0.01%
1,139,765
+367,303
1029
$71.7M 0.01%
226,734
-2,980
1030
$71.5M 0.01%
452,977
-19,517
1031
$71.5M 0.01%
1,952,901
-272,792
1032
$71.4M 0.01%
2,177,235
-344,908
1033
$71.1M 0.01%
262,186
+27,085
1034
$71M 0.01%
2,077,573
+337,268
1035
$70.9M 0.01%
1,386,790
+83,081
1036
$70.8M 0.01%
4,674,468
-27,042
1037
$70.4M 0.01%
1,404,570
+84,806
1038
$70.3M 0.01%
690,771
-5,893
1039
$70.2M 0.01%
525,352
+34,387
1040
$70.2M 0.01%
1,532,770
+52,756
1041
$70.2M 0.01%
2,340,666
-29,536
1042
$69.7M 0.01%
925,473
-102,309
1043
$69.6M 0.01%
2,703,580
+153,147
1044
$69.5M 0.01%
4,015,530
-88,878
1045
$69.5M 0.01%
208,049
-367
1046
$68.7M 0.01%
412,264
-11,236
1047
$68.5M 0.01%
619,976
+42,363
1048
$68.5M 0.01%
147,330
-35,527
1049
$68.4M 0.01%
344,310
-40,027
1050
$68.4M 0.01%
793,785
-276,470