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
1251
$46.6M ﹤0.01%
849,558
+122,069
1252
$46.6M ﹤0.01%
353,395
-131,566
1253
$46.5M ﹤0.01%
1,617,976
+32,876
1254
$46.4M ﹤0.01%
283,025
+8,805
1255
$46.3M ﹤0.01%
452,542
+316,034
1256
$46.2M ﹤0.01%
1,497,228
-24,018
1257
$46.1M ﹤0.01%
1,808,657
-4,326,789
1258
$46.1M ﹤0.01%
822,741
+32,551
1259
$46M ﹤0.01%
436,515
-587
1260
$46M ﹤0.01%
695,335
-793,367
1261
$45.9M ﹤0.01%
317,838
-4,488
1262
$45.8M ﹤0.01%
511,971
-32,011
1263
$45.7M ﹤0.01%
719,086
+44,040
1264
$45.6M ﹤0.01%
1,698,495
+83,283
1265
$45.6M ﹤0.01%
1,486,846
-173,368
1266
$45.2M ﹤0.01%
4,033,902
-1,665,968
1267
$45.2M ﹤0.01%
2,062,562
+595,426
1268
$45.1M ﹤0.01%
940,436
-25,454
1269
$45.1M ﹤0.01%
1,018,959
-217,225
1270
$45M ﹤0.01%
856,570
+197,714
1271
$45M ﹤0.01%
235,334
-75,607
1272
$44.8M ﹤0.01%
810,178
-44,932
1273
$44.8M ﹤0.01%
2,473,855
+1,408,987
1274
$44.8M ﹤0.01%
763,804
+41,014
1275
$44.6M ﹤0.01%
564,644
-969