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
2651
$4.98M ﹤0.01%
174,926
-17,009
2652
$4.98M ﹤0.01%
74,455
+28,791
2653
$4.97M ﹤0.01%
278,393
-711
2654
$4.97M ﹤0.01%
913,625
+49,417
2655
$4.96M ﹤0.01%
319,140
+117,783
2656
$4.96M ﹤0.01%
103,677
-19,154
2657
$4.96M ﹤0.01%
112,384
+62,895
2658
$4.96M ﹤0.01%
201,793
-136,205
2659
$4.93M ﹤0.01%
279,961
-19,668
2660
$4.92M ﹤0.01%
75,714
+56,147
2661
$4.91M ﹤0.01%
109,212
+8,404
2662
$4.9M ﹤0.01%
180,051
-42,779
2663
$4.9M ﹤0.01%
189,079
-19,270
2664
$4.89M ﹤0.01%
5,016
+985
2665
$4.88M ﹤0.01%
329,854
+120,878
2666
$4.88M ﹤0.01%
320,805
-13,826
2667
$4.88M ﹤0.01%
124,835
-45,459
2668
$4.87M ﹤0.01%
188,609
-390
2669
$4.87M ﹤0.01%
196,158
+91,357
2670
$4.87M ﹤0.01%
553,097
+87,731
2671
$4.86M ﹤0.01%
152,691
+97,167
2672
$4.86M ﹤0.01%
357,665
+27,859
2673
$4.86M ﹤0.01%
186,468
+13,885
2674
$4.85M ﹤0.01%
169,979
+6,939
2675
$4.85M ﹤0.01%
129,259
-28,879