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
301
$533M 0.06%
37,386,924
-7,811,788
302
$527M 0.05%
6,271,754
-68,809
303
$525M 0.05%
9,600,131
+692,761
304
$524M 0.05%
8,462,109
-357,861
305
$521M 0.05%
12,990,105
+810,048
306
$518M 0.05%
1,218,482
-73,631
307
$512M 0.05%
15,726,396
-855,252
308
$511M 0.05%
12,330,759
+855,288
309
$510M 0.05%
5,106,595
+1,105,351
310
$508M 0.05%
7,257,261
+156,064
311
$508M 0.05%
4,153,126
+30,855
312
$508M 0.05%
2,147,720
-21,676
313
$507M 0.05%
7,730,815
-336,636
314
$501M 0.05%
6,176,536
-15,302
315
$499M 0.05%
1,221,742
+308,072
316
$493M 0.05%
10,233,860
+309,020
317
$492M 0.05%
3,132,538
+726,452
318
$490M 0.05%
3,585,148
-283,392
319
$488M 0.05%
3,835,756
-10,688
320
$488M 0.05%
2,299,736
+105,291
321
$483M 0.05%
7,643,100
-291,400
322
$481M 0.05%
4,942,961
+379,586
323
$480M 0.05%
789,464
+4,879
324
$474M 0.05%
10,915,793
+57,728
325
$474M 0.05%
732,065
+92,382