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
901
$96.3M 0.01%
889,094
+2,435
902
$96.3M 0.01%
34,882,499
+26,749,904
903
$96M 0.01%
2,734,822
+417,641
904
$95.9M 0.01%
3,442,826
+1,212,194
905
$95.6M 0.01%
2,082,908
+218,653
906
$95.3M 0.01%
4,017,506
+308,598
907
$94.7M 0.01%
557,719
-5,954
908
$94.4M 0.01%
893,822
+38,048
909
$94.2M 0.01%
779,929
-53,342
910
$94M 0.01%
839,773
+256,875
911
$93.7M 0.01%
674,700
-98,902
912
$93.6M 0.01%
3,206,991
-371,262
913
$93.5M 0.01%
1,359,523
-4,542
914
$93.4M 0.01%
607,617
+79,480
915
$93.3M 0.01%
300,757
-18,149
916
$93.3M 0.01%
1,346,216
-102,155
917
$93.2M 0.01%
2,442,106
-614,239
918
$93.1M 0.01%
1,154,587
+717,613
919
$92.8M 0.01%
1,225,486
+5,891
920
$92.2M 0.01%
2,083,454
-252,234
921
$92.1M 0.01%
1,140,345
-50,219
922
$91.7M 0.01%
816,507
+217,017
923
$91.7M 0.01%
1,839,751
+27,482
924
$91.3M 0.01%
184,261
+5,895
925
$91.3M 0.01%
9,134,621
-84,631