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
2901
$3.56M ﹤0.01%
111,276
-89,008
2902
$3.56M ﹤0.01%
190,932
-10,377
2903
$3.56M ﹤0.01%
127,574
+27,380
2904
$3.55M ﹤0.01%
142,576
-6,201
2905
$3.55M ﹤0.01%
592,876
-83,533
2906
$3.54M ﹤0.01%
262,654
+4,136
2907
$3.54M ﹤0.01%
118,544
+38,448
2908
$3.54M ﹤0.01%
264,326
-264,109
2909
$3.54M ﹤0.01%
179,304
-19,392
2910
$3.53M ﹤0.01%
282,269
-9,966
2911
$3.53M ﹤0.01%
213,460
-50,177
2912
$3.53M ﹤0.01%
71,975
-24,050
2913
$3.53M ﹤0.01%
20,693
-2,772
2914
$3.53M ﹤0.01%
76,345
+53,063
2915
$3.53M ﹤0.01%
164,860
+104,437
2916
$3.52M ﹤0.01%
86,318
-47,958
2917
$3.52M ﹤0.01%
208,026
+113,959
2918
$3.52M ﹤0.01%
227,805
+35,899
2919
$3.51M ﹤0.01%
112,743
-96,881
2920
$3.5M ﹤0.01%
236,987
-13,502
2921
$3.5M ﹤0.01%
304,341
+60,004
2922
$3.5M ﹤0.01%
170,458
-69,574
2923
$3.49M ﹤0.01%
81,338
-12,786
2924
$3.49M ﹤0.01%
236,446
+95,812
2925
$3.49M ﹤0.01%
58,149
+5,282