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
1326
$40.8M ﹤0.01%
155,665
-63,926
1327
$40.7M ﹤0.01%
2,304,059
+144,554
1328
$40.6M ﹤0.01%
1,797,457
-380,588
1329
$40.6M ﹤0.01%
864,113
+26,520
1330
$40.5M ﹤0.01%
971,474
+65,826
1331
$40.4M ﹤0.01%
491,166
-50,416
1332
$40.4M ﹤0.01%
305,512
-402,841
1333
$40.4M ﹤0.01%
929,287
+135,427
1334
$40.3M ﹤0.01%
391,881
+22,623
1335
$40.2M ﹤0.01%
339,744
+7,541
1336
$40.2M ﹤0.01%
4,024,350
-138,633
1337
$40.2M ﹤0.01%
282,235
-16,258
1338
$40.2M ﹤0.01%
299,368
+17,108
1339
$40.1M ﹤0.01%
1,569,498
-5,118
1340
$40M ﹤0.01%
656,226
-118,327
1341
$39.9M ﹤0.01%
734,179
+15,764
1342
$39.8M ﹤0.01%
915,598
+110,196
1343
$39.8M ﹤0.01%
548,465
+14,170
1344
$39.7M ﹤0.01%
839,505
+7,090
1345
$39.7M ﹤0.01%
1,961,785
+200,680
1346
$39.7M ﹤0.01%
229,036
+7,264
1347
$39.7M ﹤0.01%
186,696
+28,649
1348
$39.7M ﹤0.01%
566,724
+11,155
1349
$39.6M ﹤0.01%
2,134,024
+1,518,154
1350
$39.6M ﹤0.01%
273,677
+11,213