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
1826
$21.3M ﹤0.01%
264,189
+25,139
1827
$21.2M ﹤0.01%
392,554
+23,329
1828
$21.2M ﹤0.01%
301,404
+149,987
1829
$21.1M ﹤0.01%
814,188
+805,116
1830
$21.1M ﹤0.01%
1,001,840
+46,768
1831
$21M ﹤0.01%
803,458
+129,055
1832
$21M ﹤0.01%
426,651
+38,603
1833
$21M ﹤0.01%
858,120
+280
1834
$21M ﹤0.01%
812,166
+171,431
1835
$20.9M ﹤0.01%
219,486
+214,713
1836
$20.9M ﹤0.01%
1,703,502
+46,956
1837
$20.9M ﹤0.01%
3,895,724
+228,307
1838
$20.9M ﹤0.01%
383,220
+169,194
1839
$20.8M ﹤0.01%
115,947
-14,511
1840
$20.8M ﹤0.01%
306,405
+9,085
1841
$20.8M ﹤0.01%
789,372
-146,585
1842
$20.8M ﹤0.01%
344,054
+8,596
1843
$20.7M ﹤0.01%
536,958
+14,169
1844
$20.7M ﹤0.01%
711,829
+321,776
1845
$20.7M ﹤0.01%
116,993
-100,238
1846
$20.7M ﹤0.01%
186,487
+10,435
1847
$20.6M ﹤0.01%
1,313,145
+107,260
1848
$20.6M ﹤0.01%
2,288,739
+187,554
1849
$20.6M ﹤0.01%
130,509
+25,762
1850
$20.6M ﹤0.01%
542,549
+134,863