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
551
$223M 0.02%
3,926,962
+233,164
552
$222M 0.02%
4,468,162
+280,193
553
$222M 0.02%
1,507,073
+107,259
554
$221M 0.02%
5,657,251
-39,610
555
$220M 0.02%
4,588,360
+813,981
556
$220M 0.02%
2,709,434
+689,570
557
$219M 0.02%
810,420
-134,121
558
$218M 0.02%
5,964,488
+649,836
559
$218M 0.02%
382,255
+7,983
560
$217M 0.02%
2,657,730
+73
561
$217M 0.02%
2,645,452
+76,156
562
$217M 0.02%
5,745,897
-106,490
563
$217M 0.02%
1,041,818
+182,667
564
$216M 0.02%
1,798,328
-12,221
565
$216M 0.02%
2,785,307
-268,405
566
$215M 0.02%
1,609,030
-321,659
567
$215M 0.02%
2,269,896
+282,464
568
$215M 0.02%
842,461
-96,568
569
$214M 0.02%
5,341,815
+11,221
570
$213M 0.02%
1,515,889
-303,021
571
$211M 0.02%
1,905,507
-68,297
572
$210M 0.02%
742,849
+50,598
573
$209M 0.02%
612,022
-5,217
574
$209M 0.02%
492,246
+5,188
575
$208M 0.02%
13,493,467
-999,750