Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.31%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$755M 0.08%
4,505,353
-341,432
227
$755M 0.08%
6,003,649
-223,786
228
$754M 0.08%
10,968,545
+826,077
229
$753M 0.08%
9,212,470
+210,828
230
$753M 0.08%
11,792,633
-2,392,574
231
$753M 0.08%
15,399,117
+3,188,861
232
$753M 0.08%
7,313,076
+1,525,089
233
$749M 0.08%
25,169,876
+9,753
234
$749M 0.08%
5,011,728
+697,003
235
$748M 0.08%
14,829,611
+3,750,756
236
$746M 0.08%
5,630,119
+796,099
237
$744M 0.08%
8,711,446
-6,465,057
238
$743M 0.08%
4,438,464
+53,523
239
$730M 0.08%
13,840,084
-1,053,725
240
$727M 0.08%
27,083,265
+1,305,518
241
$723M 0.07%
51,028,567
+35,171,129
242
$721M 0.07%
8,507,569
-183,992
243
$718M 0.07%
15,771,594
+89,618
244
$716M 0.07%
14,922,812
+313,912
245
$715M 0.07%
18,338,245
-2,344,960
246
$701M 0.07%
3,579,848
-38,595
247
$700M 0.07%
1,156,274
+40,430
248
$699M 0.07%
14,530,988
+378,819
249
$699M 0.07%
2,330,262
-314,408
250
$698M 0.07%
16,451,128
+604,724