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
526
$235M 0.02%
2,347,738
+629,916
527
$234M 0.02%
3,337,915
-372,457
528
$234M 0.02%
5,117,812
+479,833
529
$234M 0.02%
936,600
+234,688
530
$234M 0.02%
946,013
-872
531
$233M 0.02%
1,839,452
-29,988
532
$232M 0.02%
4,454,763
+138,649
533
$232M 0.02%
968,275
+152,491
534
$231M 0.02%
2,505,598
+8,132
535
$231M 0.02%
3,161,257
+1,191,141
536
$231M 0.02%
3,271,785
-290,534
537
$230M 0.02%
2,235,826
-74,577
538
$230M 0.02%
5,323,876
-205,208
539
$229M 0.02%
11,174,136
-1,343,467
540
$229M 0.02%
8,618,636
+195,177
541
$228M 0.02%
3,844,244
-39,513
542
$228M 0.02%
1,367,940
+145,095
543
$227M 0.02%
3,821,471
+36,078
544
$227M 0.02%
746,020
-17,348
545
$227M 0.02%
10,468,260
+1,007,469
546
$226M 0.02%
6,367,641
+407,545
547
$226M 0.02%
6,416,697
+464,180
548
$226M 0.02%
1,505,614
+236,214
549
$225M 0.02%
2,352,417
-46,104
550
$224M 0.02%
991,990
+58,224