Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
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 6.3%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$151M 0.02%
790,496
+169,379
702
$151M 0.02%
15,750,533
-775,757
703
$151M 0.02%
2,448,764
+586,483
704
$150M 0.02%
2,886,660
+73,780
705
$149M 0.02%
2,722,600
+239,046
706
$149M 0.02%
1,479,378
+123,582
707
$149M 0.02%
124,526
+2,787
708
$149M 0.02%
1,509,601
-122,016
709
$149M 0.02%
3,906,296
+774,662
710
$149M 0.02%
2,486,368
+182,389
711
$148M 0.02%
2,146,038
+432,393
712
$148M 0.02%
5,653,216
+725,117
713
$148M 0.02%
1,381,932
+45,287
714
$147M 0.02%
3,996,200
-67,159
715
$147M 0.02%
1,988,281
+81,258
716
$146M 0.02%
707,211
+29,140
717
$146M 0.02%
874,127
+76,911
718
$146M 0.02%
8,918,908
+126,461
719
$145M 0.02%
3,297,355
+310,892
720
$145M 0.02%
699,700
+40,778
721
$145M 0.01%
509,008
+7,504
722
$144M 0.01%
2,806,496
-24,898
723
$144M 0.01%
1,727,966
+29,442
724
$143M 0.01%
1,077,648
+40,705
725
$143M 0.01%
537,539
-157,013