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
1051
$68.4M 0.01%
1,215,167
+219,198
1052
$68.4M 0.01%
1,228,107
-45,688
1053
$68.3M 0.01%
1,889,651
+297,095
1054
$68.2M 0.01%
2,597,511
-10,370
1055
$68.2M 0.01%
1,249,387
+1,249,137
1056
$68.1M 0.01%
1,166,299
-64,473
1057
$68M 0.01%
1,084,227
+39,400
1058
$67.9M 0.01%
2,804,287
+413,844
1059
$67.8M 0.01%
1,155,198
+45,840
1060
$67.8M 0.01%
273,163
-10,870
1061
$67.8M 0.01%
14,136
+1,741
1062
$67.5M 0.01%
8,593,589
+4,316,559
1063
$67.3M 0.01%
429,180
+263
1064
$67.2M 0.01%
62,867
+4,273
1065
$66.6M 0.01%
4,067,496
+1,916,142
1066
$66.5M 0.01%
8,534,263
+8,392,263
1067
$66.5M 0.01%
934,545
-12,728
1068
$65.9M 0.01%
2,052,572
-176,838
1069
$65.7M 0.01%
738,938
-7,317
1070
$65.6M 0.01%
758,224
+21,045
1071
$65.5M 0.01%
2,160,761
+21,525
1072
$65.5M 0.01%
570,501
+94,002
1073
$65.4M 0.01%
1,807,809
+454,431
1074
$65.1M 0.01%
1,424,483
+95,140
1075
$65M 0.01%
3,035,195
+207,877