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
76
$2.63B 0.27%
11,508,246
-335,883
77
$2.63B 0.27%
12,956,479
-342,796
78
$2.5B 0.26%
12,893,610
+242,500
79
$2.47B 0.25%
57,431,475
-6,486,515
80
$2.45B 0.25%
19,202,271
+1,688,974
81
$2.45B 0.25%
46,966,959
+1,134,479
82
$2.41B 0.25%
12,277,742
-1,300,701
83
$2.34B 0.24%
41,004,471
+4,361,248
84
$2.33B 0.24%
23,768,173
-3,275,178
85
$2.3B 0.24%
24,841,788
-2,852,142
86
$2.29B 0.24%
13,526,586
+1,452,516
87
$2.25B 0.23%
23,097,353
+1,122,216
88
$2.2B 0.23%
8,522,919
+3,974,970
89
$2.19B 0.23%
13,356,725
-1,175,476
90
$2.17B 0.22%
20,117,373
+1,213,108
91
$2.16B 0.22%
20,478,773
-360,971
92
$2.15B 0.22%
9,318,580
-590,510
93
$2.15B 0.22%
14,398,482
+357,730
94
$2.08B 0.21%
30,630,574
+6,567,889
95
$2.07B 0.21%
8,791,418
-318,145
96
$2.07B 0.21%
13,845,494
-663,231
97
$2.06B 0.21%
6,438,631
-163,826
98
$1.95B 0.2%
15,152,416
-480,912
99
$1.92B 0.2%
11,899,724
-341,190
100
$1.87B 0.19%
5,591,880
-174,398
2 3
4
5 6