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
976
$80.2M 0.01%
1,114,816
+149,622
977
$80.1M 0.01%
1,419,253
+3,139
978
$79.9M 0.01%
1,441,249
+240,710
979
$79.3M 0.01%
733,570
-28,243
980
$79.3M 0.01%
2,069,917
+277,780
981
$79.3M 0.01%
1,865,343
-23,896
982
$79.1M 0.01%
3,281,279
+1,328,718
983
$79M 0.01%
475,929
-8,675
984
$78.8M 0.01%
3,327,904
-304,096
985
$78.6M 0.01%
954,486
-145,405
986
$78.2M 0.01%
939,821
+26,925
987
$78.2M 0.01%
499,517
+9,551
988
$78.1M 0.01%
4,636,339
+173,153
989
$78.1M 0.01%
2,763,137
-704,092
990
$77.8M 0.01%
1,421,047
+50,493
991
$77.7M 0.01%
2,388,854
+35,194
992
$77.5M 0.01%
914,725
+379,883
993
$77.4M 0.01%
379,607
-5,238
994
$77.2M 0.01%
887,236
-911,454
995
$77.1M 0.01%
551,323
+91,851
996
$76.8M 0.01%
947,242
+128,343
997
$76.6M 0.01%
1,856,094
+284,784
998
$76.4M 0.01%
1,435,591
-253,718
999
$76.3M 0.01%
1,163,842
+1,574
1000
$75.9M 0.01%
3,501,346
+133,490