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
2426
$10M ﹤0.01%
141,007
+2,172
2427
$10M ﹤0.01%
492,875
+100,354
2428
$10M ﹤0.01%
901,254
-1,605,558
2429
$10M ﹤0.01%
590,177
-78,901
2430
$10M ﹤0.01%
512,753
-19,505
2431
$9.99M ﹤0.01%
129,744
+13,782
2432
$9.98M ﹤0.01%
+200,000
2433
$9.98M ﹤0.01%
238,752
+118
2434
$9.97M ﹤0.01%
+50,000
2435
$9.95M ﹤0.01%
157,401
-57
2436
$9.95M ﹤0.01%
489,079
+30,004
2437
$9.93M ﹤0.01%
406,284
+69,988
2438
$9.91M ﹤0.01%
+1,000,000
2439
$9.91M ﹤0.01%
+1,000,000
2440
$9.91M ﹤0.01%
32,773
-4,815
2441
$9.91M ﹤0.01%
351,279
+7,882
2442
$9.89M ﹤0.01%
205,403
+60,632
2443
$9.88M ﹤0.01%
+1,000,000
2444
$9.84M ﹤0.01%
237,757
+59,492
2445
$9.84M ﹤0.01%
+200,000
2446
$9.82M ﹤0.01%
129,788
+9,260
2447
$9.81M ﹤0.01%
409,494
+36,383
2448
$9.77M ﹤0.01%
380,000
2449
$9.77M ﹤0.01%
1,002,687
-243,338
2450
$9.76M ﹤0.01%
349,444
+194,086