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
2976
$3.25M ﹤0.01%
211,434
-70,181
2977
$3.24M ﹤0.01%
31,256
+3,505
2978
$3.24M ﹤0.01%
1,669,006
+264,144
2979
$3.23M ﹤0.01%
101,868
-471
2980
$3.21M ﹤0.01%
1,026,216
-121,077
2981
$3.21M ﹤0.01%
402,021
+136,244
2982
$3.21M ﹤0.01%
193,140
-50,416
2983
$3.19M ﹤0.01%
50,265
+25,053
2984
$3.19M ﹤0.01%
142,879
-18,705
2985
$3.19M ﹤0.01%
177,374
-31,209
2986
$3.18M ﹤0.01%
237,168
+138,282
2987
$3.18M ﹤0.01%
70,834
+31,100
2988
$3.17M ﹤0.01%
242,592
+3,926
2989
$3.15M ﹤0.01%
94,115
-26,494
2990
$3.15M ﹤0.01%
294,572
+42,178
2991
$3.14M ﹤0.01%
133,134
-6,612
2992
$3.14M ﹤0.01%
152,058
+25,250
2993
$3.14M ﹤0.01%
61,505
-4,344
2994
$3.13M ﹤0.01%
575,104
+112,593
2995
$3.12M ﹤0.01%
59,601
-2,218
2996
$3.12M ﹤0.01%
288,440
-2,829
2997
$3.11M ﹤0.01%
247,894
+10,912
2998
$3.11M ﹤0.01%
45,217
+3,237
2999
$3.11M ﹤0.01%
43,985
+39,926
3000
$3.1M ﹤0.01%
142,402
-19,680