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
1151
$55.8M 0.01%
652,277
+40,364
1152
$55.8M 0.01%
769,530
-115,103
1153
$55.2M 0.01%
1,451,790
+7,036
1154
$54.9M 0.01%
376,796
+23,762
1155
$54.8M 0.01%
1,378,445
+48,759
1156
$54.6M 0.01%
576,117
+27,161
1157
$54.5M 0.01%
890,327
+69,500
1158
$54.4M 0.01%
457,385
+43,163
1159
$54.4M 0.01%
1,128,441
-92,464
1160
$53.9M 0.01%
361,613
+231,643
1161
$53.8M 0.01%
1,236,077
+339,683
1162
$53.8M 0.01%
382,577
-178,665
1163
$53.7M 0.01%
2,590,225
+935,313
1164
$53.6M 0.01%
2,491,285
-81,904
1165
$53.5M 0.01%
127,279
+507
1166
$53.5M 0.01%
864,243
+86,698
1167
$53.4M 0.01%
609,002
-125,270
1168
$53.3M 0.01%
300,328
-21,261
1169
$53.2M 0.01%
2,653,151
-465,319
1170
$53.2M 0.01%
1,274,596
-2,113,181
1171
$53.2M 0.01%
367,790
-8,624
1172
$53.1M 0.01%
1,519,970
+2,538
1173
$53M 0.01%
1,025,154
+29,668
1174
$53M 0.01%
390,706
-5,245
1175
$52.9M 0.01%
335,331
-51,663