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
776
$127M 0.01%
2,988,053
+101,901
777
$127M 0.01%
1,220,289
+39,313
778
$127M 0.01%
3,780,342
+238,936
779
$126M 0.01%
2,094,132
+97,938
780
$125M 0.01%
5,600,139
-477,838
781
$125M 0.01%
3,792,401
+115,522
782
$124M 0.01%
3,332,712
-877,694
783
$124M 0.01%
2,679,625
+82,694
784
$124M 0.01%
269,950
+36,249
785
$124M 0.01%
742,172
-22,830
786
$123M 0.01%
2,496,214
-182,163
787
$123M 0.01%
1,477,293
+37,710
788
$123M 0.01%
1,809,072
+315,343
789
$123M 0.01%
1,785,172
+278,386
790
$122M 0.01%
11,869,676
+2,019,290
791
$122M 0.01%
515,021
-148,909
792
$122M 0.01%
2,389,832
-59,487
793
$122M 0.01%
2,956,420
-200,239
794
$121M 0.01%
2,022,051
-543,959
795
$121M 0.01%
1,020,417
+22,600
796
$121M 0.01%
2,959,956
-104,921
797
$120M 0.01%
705,701
-7,080
798
$120M 0.01%
1,537,692
+120,971
799
$120M 0.01%
3,837,890
+1,007,378
800
$120M 0.01%
1,434,143
+10,663