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
1401
$36.2M ﹤0.01%
1,596,856
+598,396
1402
$36.2M ﹤0.01%
3,166,915
+1,568,601
1403
$36.2M ﹤0.01%
441,402
+99,348
1404
$36.1M ﹤0.01%
694,220
+59,052
1405
$36M ﹤0.01%
1,170,803
+13,177
1406
$35.9M ﹤0.01%
690,007
+50,366
1407
$35.9M ﹤0.01%
192,505
+17,043
1408
$35.8M ﹤0.01%
1,140,968
-21,400
1409
$35.8M ﹤0.01%
500,450
-32,847
1410
$35.8M ﹤0.01%
317,701
+88,052
1411
$35.5M ﹤0.01%
510,655
+15,832
1412
$35.5M ﹤0.01%
1,042,081
+1,022,850
1413
$35.5M ﹤0.01%
1,208,416
-368,282
1414
$35.4M ﹤0.01%
1,912,528
-150,776
1415
$35.3M ﹤0.01%
916,713
+38,601
1416
$35.3M ﹤0.01%
9,743,880
-3,657,256
1417
$35.3M ﹤0.01%
2,110,448
+319,661
1418
$35.3M ﹤0.01%
5,028,837
-44,734
1419
$35.1M ﹤0.01%
650,443
+1,295
1420
$35M ﹤0.01%
922,844
-8,055
1421
$35M ﹤0.01%
237,408
-65,109
1422
$35M ﹤0.01%
942,161
-470,373
1423
$35M ﹤0.01%
3,233,322
-97,912
1424
$34.9M ﹤0.01%
293,074
+233,796
1425
$34.9M ﹤0.01%
313,122
-23,624