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
1276
$44.5M ﹤0.01%
805,352
-34,677
1277
$44.5M ﹤0.01%
1,144,409
+87,994
1278
$44.3M ﹤0.01%
1,474,886
+1,428,295
1279
$44.1M ﹤0.01%
1,133,117
+75,353
1280
$43.7M ﹤0.01%
1,033,201
+75,079
1281
$43.7M ﹤0.01%
928,680
+4,938
1282
$43.6M ﹤0.01%
2,156,433
+350,290
1283
$43.5M ﹤0.01%
946,780
+30,085
1284
$43.3M ﹤0.01%
6,365,482
+262,978
1285
$43.3M ﹤0.01%
823,596
+205,651
1286
$43.3M ﹤0.01%
361,973
+11,304
1287
$43.2M ﹤0.01%
761,250
-48,295
1288
$43.2M ﹤0.01%
436,579
-15,371
1289
$43.2M ﹤0.01%
311,859
+18,958
1290
$43.1M ﹤0.01%
1,408,317
-11,830
1291
$43.1M ﹤0.01%
726,237
+72,066
1292
$43.1M ﹤0.01%
201,239
-12,451
1293
$43M ﹤0.01%
1,023,687
+301,852
1294
$43M ﹤0.01%
686,096
-94,661
1295
$42.9M ﹤0.01%
967,799
+6,101
1296
$42.9M ﹤0.01%
475,780
+211
1297
$42.8M ﹤0.01%
981,704
+788,971
1298
$42.8M ﹤0.01%
518,856
+29,284
1299
$42.8M ﹤0.01%
1,245,125
+5,903
1300
$42.7M ﹤0.01%
1,196,680
-332,756