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
26
$5.3B 0.55%
24,226,556
-443,911
27
$5.22B 0.54%
251,903,930
-3,342,790
28
$5.04B 0.52%
31,181,180
-931,880
29
$5.01B 0.52%
60,736,121
+10,077,570
30
$4.79B 0.49%
87,931,293
-790,760
31
$4.71B 0.49%
36,993,442
-2,164,601
32
$4.7B 0.48%
5,602,324
-237,579
33
$4.63B 0.48%
25,774,315
-1,421,692
34
$4.58B 0.47%
57,112,642
+598,760
35
$4.53B 0.47%
23,584,453
+385,677
36
$4.4B 0.45%
20,731,090
+1,177,531
37
$4.4B 0.45%
25,996,713
+1,264,667
38
$4.25B 0.44%
54,366,297
+1,226,384
39
$4.2B 0.43%
86,548,040
+4,729,820
40
$4.03B 0.42%
57,493,203
+444,446
41
$3.94B 0.41%
10,095,655
+1,275,163
42
$3.93B 0.41%
14,574,860
+2,051,875
43
$3.86B 0.4%
29,036,985
+274,445
44
$3.8B 0.39%
27,214,531
+2,247,329
45
$3.78B 0.39%
67,499,573
+5,196,450
46
$3.54B 0.37%
45,095,406
+243,389
47
$3.48B 0.36%
69,527,205
+2,464,759
48
$3.44B 0.35%
48,509,854
+2,584,655
49
$3.44B 0.35%
33,887,012
+634,335
50
$3.43B 0.35%
22,778,278
+1,068,421
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