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
2701
$4.71M ﹤0.01%
418,857
-4,300
2702
$4.71M ﹤0.01%
32,198
-8,803
2703
$4.71M ﹤0.01%
169,796
+2,841
2704
$4.69M ﹤0.01%
93,172
+37,206
2705
$4.68M ﹤0.01%
902,733
-716,826
2706
$4.67M ﹤0.01%
149,273
+9,150
2707
$4.66M ﹤0.01%
38,443
-15,052
2708
$4.66M ﹤0.01%
206,066
+366
2709
$4.66M ﹤0.01%
209,481
+10,079
2710
$4.65M ﹤0.01%
274,966
+16,029
2711
$4.64M ﹤0.01%
176,067
-7,892
2712
$4.63M ﹤0.01%
80,880
+33,622
2713
$4.63M ﹤0.01%
462,523
-115,022
2714
$4.61M ﹤0.01%
64,475
-8,761
2715
$4.61M ﹤0.01%
324,355
+251,439
2716
$4.61M ﹤0.01%
89,144
+12,472
2717
$4.6M ﹤0.01%
502,023
+53,617
2718
$4.6M ﹤0.01%
126,973
+20,674
2719
$4.6M ﹤0.01%
676,193
+345,484
2720
$4.59M ﹤0.01%
78,728
+27,647
2721
$4.55M ﹤0.01%
258,447
+1,440
2722
$4.55M ﹤0.01%
279,913
-35,424
2723
$4.54M ﹤0.01%
1,071,113
+606,735
2724
$4.54M ﹤0.01%
70,265
-32,308
2725
$4.53M ﹤0.01%
558,001
-4,898