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
1201
$50.8M 0.01%
1,900,260
+891,305
1202
$50.7M 0.01%
2,283,624
+85,008
1203
$50.7M 0.01%
185,469
-21,099
1204
$50.6M 0.01%
280,153
+9,308
1205
$50.5M 0.01%
599,972
-215,359
1206
$50.5M 0.01%
446,208
+1,012
1207
$50M 0.01%
1,054,982
+66,611
1208
$50M 0.01%
854,458
+48,880
1209
$49.9M 0.01%
723,702
-26,773
1210
$49.9M 0.01%
1,292,878
-24,637
1211
$49.7M 0.01%
962,374
+30,011
1212
$49.6M 0.01%
356,016
+26,884
1213
$49.6M 0.01%
2,063,430
+481,839
1214
$49.6M 0.01%
1,469,270
+248,234
1215
$49.5M 0.01%
1,598,904
-48,861
1216
$49.5M 0.01%
2,237,917
+70,978
1217
$49.4M 0.01%
1,221,428
+18,178
1218
$49.4M 0.01%
58,606
+1,951
1219
$49.3M 0.01%
1,055,414
-5,083
1220
$49.3M 0.01%
1,127,662
+38,936
1221
$49.2M 0.01%
2,616,247
-734,038
1222
$49.2M 0.01%
375,894
+44,298
1223
$49.2M 0.01%
279,176
-15,799
1224
$49.1M 0.01%
350,394
-25,932
1225
$49M 0.01%
1,615,137
-106,660