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
926
$91.2M 0.01%
1,906,829
+194,965
927
$91M 0.01%
804,965
+102,970
928
$90.8M 0.01%
932,621
+26,592
929
$90.8M 0.01%
3,636,735
+354,700
930
$90.6M 0.01%
1,276,850
+428,410
931
$90.2M 0.01%
1,757,931
-208,837
932
$89.6M 0.01%
1,159,492
+52,178
933
$89.6M 0.01%
1,966,593
+373,817
934
$89.4M 0.01%
1,281,131
-98,112
935
$89.3M 0.01%
22,878,369
+9,237,002
936
$89.3M 0.01%
767,429
-181,494
937
$89M 0.01%
3,973,456
+584,451
938
$88.9M 0.01%
1,566,193
+1,195,223
939
$88.2M 0.01%
1,597,245
+66,269
940
$88.1M 0.01%
1,476,960
-273,330
941
$87.9M 0.01%
744,632
+36,401
942
$87.4M 0.01%
1,507,696
+287,949
943
$87.2M 0.01%
784,137
+50,203
944
$86.9M 0.01%
1,638,601
-515,955
945
$86.7M 0.01%
4,872,087
-335,070
946
$86.2M 0.01%
802,910
+13,343
947
$85.8M 0.01%
3,378,709
+83,770
948
$85.7M 0.01%
3,876,284
-5,570,652
949
$85.7M 0.01%
2,295,214
+233,536
950
$85.6M 0.01%
1,474,894
-35,421