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
1376
$37.7M ﹤0.01%
626,188
+27,523
1377
$37.7M ﹤0.01%
150,310
+10,957
1378
$37.7M ﹤0.01%
668,819
+15,355
1379
$37.5M ﹤0.01%
2,252,808
+386,543
1380
$37.4M ﹤0.01%
605,377
+95,995
1381
$37.3M ﹤0.01%
408,433
+42,600
1382
$37.3M ﹤0.01%
2,725,412
+340,031
1383
$37.2M ﹤0.01%
309,990
+122,240
1384
$37.2M ﹤0.01%
263,930
-21,489
1385
$37.2M ﹤0.01%
143,562
-5,034
1386
$37.2M ﹤0.01%
126,398
+22,242
1387
$37.1M ﹤0.01%
155,677
-21,324
1388
$37M ﹤0.01%
1,228,301
+126,850
1389
$37M ﹤0.01%
186,733
-9,283
1390
$37M ﹤0.01%
1,099,506
-66,997
1391
$36.9M ﹤0.01%
1,238,747
-15,419
1392
$36.8M ﹤0.01%
1,914,534
+252,436
1393
$36.7M ﹤0.01%
138,587
-19,944
1394
$36.6M ﹤0.01%
413,568
+17,965
1395
$36.5M ﹤0.01%
597,916
-24,108
1396
$36.4M ﹤0.01%
414,581
-86,919
1397
$36.4M ﹤0.01%
593,278
+62,456
1398
$36.4M ﹤0.01%
793,749
-186,768
1399
$36.3M ﹤0.01%
994,740
+62,249
1400
$36.3M ﹤0.01%
425,961
+53,201