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
2226
$12.7M ﹤0.01%
464,781
+5,121
2227
$12.7M ﹤0.01%
+274,194
2228
$12.7M ﹤0.01%
302,732
-11,699
2229
$12.6M ﹤0.01%
351,566
-8,891
2230
$12.6M ﹤0.01%
298,495
-11,362
2231
$12.6M ﹤0.01%
210,382
+12,803
2232
$12.6M ﹤0.01%
1,258,981
+22,064
2233
$12.6M ﹤0.01%
254,643
+1,265
2234
$12.6M ﹤0.01%
843,044
-149,642
2235
$12.6M ﹤0.01%
322,923
+42,514
2236
$12.6M ﹤0.01%
728,119
+187,187
2237
$12.6M ﹤0.01%
305,214
-84,522
2238
$12.6M ﹤0.01%
349,222
-3,392
2239
$12.6M ﹤0.01%
499,390
-187,561
2240
$12.5M ﹤0.01%
119,205
+16,061
2241
$12.5M ﹤0.01%
500,430
-3,911
2242
$12.5M ﹤0.01%
24,671
-33,159
2243
$12.5M ﹤0.01%
178,336
+45,612
2244
$12.4M ﹤0.01%
302,928
+60,802
2245
$12.4M ﹤0.01%
258,058
+2,373
2246
$12.4M ﹤0.01%
344,700
+27,319
2247
$12.4M ﹤0.01%
474,772
+37,849
2248
$12.4M ﹤0.01%
88,775
+2,544
2249
$12.4M ﹤0.01%
144,467
+42,555
2250
$12.4M ﹤0.01%
446,141
+14,301