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
3201
$2.33M ﹤0.01%
130,308
-12,716
3202
$2.33M ﹤0.01%
130,186
-87,534
3203
$2.33M ﹤0.01%
62,500
-46,269
3204
$2.33M ﹤0.01%
21,873
-2,484
3205
$2.33M ﹤0.01%
660,626
-605
3206
$2.32M ﹤0.01%
170,292
-82,158
3207
$2.32M ﹤0.01%
64,046
-18,281
3208
$2.32M ﹤0.01%
114,122
-90,952
3209
$2.32M ﹤0.01%
89,926
-1,034
3210
$2.31M ﹤0.01%
143,048
+19,183
3211
$2.31M ﹤0.01%
155,161
-8,934
3212
$2.31M ﹤0.01%
90,686
-957,356
3213
$2.29M ﹤0.01%
62,523
+3,740
3214
$2.29M ﹤0.01%
33,877
-14,625
3215
$2.29M ﹤0.01%
449,640
-2,803,535
3216
$2.29M ﹤0.01%
120,515
-23,481
3217
$2.29M ﹤0.01%
63,650
+10,232
3218
$2.29M ﹤0.01%
105,975
-162,778
3219
$2.29M ﹤0.01%
65,918
+38
3220
$2.29M ﹤0.01%
67,253
+16,829
3221
$2.29M ﹤0.01%
46,134
+15,125
3222
$2.28M ﹤0.01%
16,750
+9,312
3223
$2.27M ﹤0.01%
57,532
+1,635
3224
$2.27M ﹤0.01%
138,566
+61,899
3225
$2.26M ﹤0.01%
100,949
-104,132