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
2551
$5.65M ﹤0.01%
92,967
+1,444
2552
$5.64M ﹤0.01%
58,315
+26,278
2553
$5.64M ﹤0.01%
540,109
-292,201
2554
$5.63M ﹤0.01%
382,975
+197,348
2555
$5.63M ﹤0.01%
134,723
+89,994
2556
$5.62M ﹤0.01%
254,000
+86,178
2557
$5.62M ﹤0.01%
1,004,648
-141,626
2558
$5.62M ﹤0.01%
454,879
+20,839
2559
$5.61M ﹤0.01%
164,904
+61,486
2560
$5.61M ﹤0.01%
393,578
-47,941
2561
$5.61M ﹤0.01%
129,729
+24,024
2562
$5.61M ﹤0.01%
124,826
+108,248
2563
$5.6M ﹤0.01%
224,163
+1,869
2564
$5.59M ﹤0.01%
144,258
-98,738
2565
$5.59M ﹤0.01%
437,150
+6,655
2566
$5.58M ﹤0.01%
160,969
+51,746
2567
$5.56M ﹤0.01%
206,215
+14,750
2568
$5.55M ﹤0.01%
475,945
+50,448
2569
$5.55M ﹤0.01%
141,381
+20,058
2570
$5.54M ﹤0.01%
84,391
+12,658
2571
$5.54M ﹤0.01%
149,506
+57,352
2572
$5.54M ﹤0.01%
695,658
+81,210
2573
$5.53M ﹤0.01%
95,961
-10,574
2574
$5.53M ﹤0.01%
165,445
+83,858
2575
$5.52M ﹤0.01%
253,876
-70,887