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
1426
$34.8M ﹤0.01%
260,528
+13,250
1427
$34.8M ﹤0.01%
443,253
-39,247
1428
$34.7M ﹤0.01%
890,701
-50,929
1429
$34.6M ﹤0.01%
318,366
+83,148
1430
$34.6M ﹤0.01%
401,137
+31,183
1431
$34.6M ﹤0.01%
1,384,748
-110,771
1432
$34.5M ﹤0.01%
3,185,964
-373,171
1433
$34.5M ﹤0.01%
213,054
+80,310
1434
$34.3M ﹤0.01%
271,467
+9,925
1435
$34.3M ﹤0.01%
1,413,442
+633,232
1436
$34.3M ﹤0.01%
288,514
-21,966
1437
$34.3M ﹤0.01%
354,208
+46,461
1438
$34.2M ﹤0.01%
224,976
+18,322
1439
$34.2M ﹤0.01%
2,032,227
+1,666,701
1440
$34.2M ﹤0.01%
771,471
-49,392
1441
$34.1M ﹤0.01%
184,950
+50,841
1442
$34.1M ﹤0.01%
1,112,960
-163,241
1443
$34.1M ﹤0.01%
357,208
-7,424
1444
$34.1M ﹤0.01%
2,254,972
+521,504
1445
$34M ﹤0.01%
1,387,493
+1,362,928
1446
$34M ﹤0.01%
1,716,296
-30,920,438
1447
$34M ﹤0.01%
244,537
+6,159
1448
$34M ﹤0.01%
1,424,600
+164,691
1449
$33.9M ﹤0.01%
1,493,648
+40,657
1450
$33.9M ﹤0.01%
468,933
-472,677