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
1176
$52.7M 0.01%
3,271,578
+228,002
1177
$52.7M 0.01%
425,716
+3,904
1178
$52.7M 0.01%
1,038,894
-591,816
1179
$52.6M 0.01%
540,431
+8,209
1180
$52.6M 0.01%
194,148
+9,590
1181
$52.3M 0.01%
2,805,908
+1,544,568
1182
$52.2M 0.01%
839,250
-59,653
1183
$52.1M 0.01%
435,090
-231,606
1184
$52.1M 0.01%
374,205
+16,222
1185
$52M 0.01%
2,017,259
+154,178
1186
$52M 0.01%
568,240
+24,936
1187
$51.9M 0.01%
420,909
+36,702
1188
$51.9M 0.01%
897,190
-22,218
1189
$51.7M 0.01%
513,404
+169,606
1190
$51.7M 0.01%
2,224,121
-51,255
1191
$51.6M 0.01%
1,391,135
-130,401
1192
$51.5M 0.01%
3,609,850
+1,611,177
1193
$51.5M 0.01%
5,059,285
-6,040
1194
$51.4M 0.01%
445,373
-37,601
1195
$51.4M 0.01%
568,849
+97,567
1196
$51.3M 0.01%
958,121
+97,864
1197
$51.1M 0.01%
671,445
+94,957
1198
$51M 0.01%
594,592
-117,442
1199
$51M 0.01%
181,915
+2
1200
$50.9M 0.01%
1,159,397
+609,124