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
1476
$32.7M ﹤0.01%
306,304
-105,914
1477
$32.7M ﹤0.01%
1,310,495
+166,616
1478
$32.7M ﹤0.01%
32,458
-2,048
1479
$32.7M ﹤0.01%
1,904,710
+491,449
1480
$32.7M ﹤0.01%
345,000
-125,781
1481
$32.6M ﹤0.01%
384,074
+74,464
1482
$32.5M ﹤0.01%
215,375
+17,485
1483
$32.5M ﹤0.01%
281,786
+20,088
1484
$32.5M ﹤0.01%
868,599
-485,639
1485
$32.5M ﹤0.01%
272,154
-18,014
1486
$32.4M ﹤0.01%
1,523,773
+143,188
1487
$32.4M ﹤0.01%
205,919
-627,845
1488
$32.4M ﹤0.01%
223,782
-64,305
1489
$32.4M ﹤0.01%
1,299,707
-159,594
1490
$32.3M ﹤0.01%
55,248
-21,364
1491
$32.3M ﹤0.01%
584,634
+12,378
1492
$32.3M ﹤0.01%
743,249
-45,781
1493
$32.3M ﹤0.01%
394,691
+152,992
1494
$32.2M ﹤0.01%
623,516
+51,199
1495
$32.2M ﹤0.01%
335,342
-24,137
1496
$32.2M ﹤0.01%
2,553,027
+106,297
1497
$32.2M ﹤0.01%
340,750
+108,397
1498
$32.1M ﹤0.01%
872,058
+7,561
1499
$32M ﹤0.01%
2,048,515
-76,154
1500
$32M ﹤0.01%
750,669
-271,316