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
1676
$25.8M ﹤0.01%
1,083,546
-72,090
1677
$25.8M ﹤0.01%
1,431,879
+619,602
1678
$25.7M ﹤0.01%
1,000,558
+47,971
1679
$25.7M ﹤0.01%
977,207
+10,638
1680
$25.7M ﹤0.01%
231,010
+33,619
1681
$25.6M ﹤0.01%
946,081
-119,680
1682
$25.6M ﹤0.01%
701,097
+275,278
1683
$25.5M ﹤0.01%
531,932
-29,271
1684
$25.5M ﹤0.01%
549,897
+164,403
1685
$25.5M ﹤0.01%
420,590
+227,674
1686
$25.5M ﹤0.01%
239,884
-1,078
1687
$25.4M ﹤0.01%
661,017
+11,403
1688
$25.4M ﹤0.01%
955,221
-178,363
1689
$25.4M ﹤0.01%
800,066
+108,822
1690
$25.3M ﹤0.01%
452,600
+10,042
1691
$25.3M ﹤0.01%
222,636
+16,550
1692
$25.3M ﹤0.01%
419,422
-35,212
1693
$25.3M ﹤0.01%
376,853
-355,687
1694
$25.3M ﹤0.01%
144,338
+1,272
1695
$25.3M ﹤0.01%
449,490
-117,705
1696
$25.2M ﹤0.01%
147,593
+53,715
1697
$25.2M ﹤0.01%
986,550
+221,295
1698
$25.2M ﹤0.01%
358,328
+3,339
1699
$25.2M ﹤0.01%
271,933
+102,453
1700
$25.1M ﹤0.01%
412,661
+85,647