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
3001
$3.1M ﹤0.01%
112,526
+88,759
3002
$3.1M ﹤0.01%
183,896
+14,741
3003
$3.1M ﹤0.01%
104,262
-51,521
3004
$3.1M ﹤0.01%
340,931
-81,369
3005
$3.09M ﹤0.01%
51,897
+14,781
3006
$3.09M ﹤0.01%
341,441
-39,079
3007
$3.08M ﹤0.01%
93,323
+34,206
3008
$3.08M ﹤0.01%
48,847
-31,749
3009
$3.08M ﹤0.01%
387,185
-199,878
3010
$3.07M ﹤0.01%
141,697
-47,052
3011
$3.07M ﹤0.01%
27,506
+3,829
3012
$3.07M ﹤0.01%
191,683
+24,323
3013
$3.06M ﹤0.01%
492,282
+1,500
3014
$3.06M ﹤0.01%
22,488
-465
3015
$3.05M ﹤0.01%
43,501
-1,362
3016
$3.05M ﹤0.01%
383,693
+52,452
3017
$3.04M ﹤0.01%
85,916
-16,987
3018
$3.04M ﹤0.01%
300,018
-52,188
3019
$3.04M ﹤0.01%
186,610
+15,556
3020
$3.03M ﹤0.01%
69,900
+20,832
3021
$3.03M ﹤0.01%
24,629
-4,077
3022
$3.02M ﹤0.01%
38,252
+12,919
3023
$3.02M ﹤0.01%
216,700
-1,366,030
3024
$3.02M ﹤0.01%
66,490
+13,245
3025
$3.01M ﹤0.01%
137,901
-16,128