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
3026
$3.01M ﹤0.01%
188,942
+8,900
3027
$3.01M ﹤0.01%
93,379
-20,848
3028
$3.01M ﹤0.01%
170,784
+20,925
3029
$3M ﹤0.01%
30,546
+28,767
3030
$3M ﹤0.01%
240,116
-16,507
3031
$3M ﹤0.01%
45,439
-18,848
3032
$3M ﹤0.01%
135,813
-52,034
3033
$3M ﹤0.01%
59,893
+2,749
3034
$2.99M ﹤0.01%
62,990
+20,900
3035
$2.99M ﹤0.01%
61,707
-8,038
3036
$2.98M ﹤0.01%
33,733
+12,010
3037
$2.98M ﹤0.01%
76,011
+71,751
3038
$2.98M ﹤0.01%
250,449
+19,822
3039
$2.97M ﹤0.01%
140,665
+4,791
3040
$2.97M ﹤0.01%
80,943
-1,276,086
3041
$2.96M ﹤0.01%
95,369
+8,245
3042
$2.95M ﹤0.01%
100,768
+95,868
3043
$2.95M ﹤0.01%
87,977
-12,568
3044
$2.95M ﹤0.01%
395,270
+142,784
3045
$2.95M ﹤0.01%
76,369
+24,381
3046
$2.94M ﹤0.01%
52,123
-80
3047
$2.94M ﹤0.01%
46,682
-949
3048
$2.94M ﹤0.01%
328,690
-1,263
3049
$2.94M ﹤0.01%
137,129
+12,423
3050
$2.93M ﹤0.01%
58,628
+13,168