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
1301
$42.4M ﹤0.01%
263,125
+119,713
1302
$42.3M ﹤0.01%
640,039
+106,977
1303
$42.3M ﹤0.01%
783,814
+57,827
1304
$42.2M ﹤0.01%
3,840,401
+2,318,725
1305
$42.1M ﹤0.01%
467,463
+116,222
1306
$42.1M ﹤0.01%
579,756
-166,020
1307
$42.1M ﹤0.01%
461,188
-20,310
1308
$42.1M ﹤0.01%
875,058
-1,217,529
1309
$42M ﹤0.01%
347,060
+21,700
1310
$42M ﹤0.01%
1,121,596
+496,734
1311
$41.9M ﹤0.01%
1,084,460
-338,591
1312
$41.8M ﹤0.01%
1,652,576
+566,385
1313
$41.8M ﹤0.01%
2,816,813
+83,825
1314
$41.7M ﹤0.01%
615,797
-25,428
1315
$41.6M ﹤0.01%
1,263,465
-35,953
1316
$41.5M ﹤0.01%
760,815
+57,034
1317
$41.5M ﹤0.01%
290,675
-40,235
1318
$41.4M ﹤0.01%
1,331,362
+5,419
1319
$41.3M ﹤0.01%
631,701
-4,015
1320
$41.3M ﹤0.01%
838,679
+127,732
1321
$41.1M ﹤0.01%
326,038
+11,577
1322
$41.1M ﹤0.01%
717,150
-2,273
1323
$41.1M ﹤0.01%
348,373
+63,642
1324
$41.1M ﹤0.01%
1,814,933
-98,190
1325
$41M ﹤0.01%
249,639
-8,856