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
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$8.94B
2 +$736M
3 +$711M
4
MRK icon
Merck
MRK
+$693M
5
NVDA icon
NVIDIA
NVDA
+$594M

Top Sells

1 +$5.01B
2 +$4.86B
3 +$1.71B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.46B
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$873M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.55%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$5.84M ﹤0.01%
299,365
+7,744
2527
$5.83M ﹤0.01%
1,114,222
+205,137
2528
$5.82M ﹤0.01%
348,597
+37,428
2529
$5.81M ﹤0.01%
149,602
-5,174
2530
$5.81M ﹤0.01%
167,757
-22,629
2531
$5.81M ﹤0.01%
440,361
-1,588
2532
$5.8M ﹤0.01%
501,719
+59,711
2533
$5.8M ﹤0.01%
157,634
-11,775
2534
$5.8M ﹤0.01%
120,146
+13,062
2535
$5.78M ﹤0.01%
184,711
+33,972
2536
$5.78M ﹤0.01%
1,149,053
+113,254
2537
$5.78M ﹤0.01%
713,473
+143,730
2538
$5.78M ﹤0.01%
223,609
-1,039
2539
$5.78M ﹤0.01%
61,118
-791
2540
$5.78M ﹤0.01%
57,172
-7,369
2541
$5.77M ﹤0.01%
174,910
+7,085
2542
$5.77M ﹤0.01%
1,181,576
-1,012,947
2543
$5.73M ﹤0.01%
310,538
-29,082
2544
$5.7M ﹤0.01%
49,665
-40,845
2545
$5.7M ﹤0.01%
392,016
-68,913
2546
$5.68M ﹤0.01%
580,460
+562,060
2547
$5.68M ﹤0.01%
207,024
+22,683
2548
$5.68M ﹤0.01%
199,664
+78,391
2549
$5.66M ﹤0.01%
200,000
2550
$5.66M ﹤0.01%
118,932
+39,978