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
3301
$1.99M ﹤0.01%
104,272
-34,750
3302
$1.99M ﹤0.01%
113,629
-767
3303
$1.99M ﹤0.01%
42,968
-6,868
3304
$1.99M ﹤0.01%
103,025
-117,838
3305
$1.99M ﹤0.01%
83,171
+47,900
3306
$1.99M ﹤0.01%
89,366
+54,034
3307
$1.99M ﹤0.01%
81,452
+5,347
3308
$1.98M ﹤0.01%
53,320
+40,555
3309
$1.98M ﹤0.01%
201,179
-54,306
3310
$1.98M ﹤0.01%
157,398
-29,123
3311
$1.97M ﹤0.01%
73,102
+4,893
3312
$1.97M ﹤0.01%
64,485
+5,305
3313
$1.96M ﹤0.01%
150,919
-8,619
3314
$1.96M ﹤0.01%
450,587
-39,122
3315
$1.96M ﹤0.01%
326,296
+3,756
3316
$1.95M ﹤0.01%
+1,454
3317
$1.95M ﹤0.01%
208,927
+39,484
3318
$1.95M ﹤0.01%
209,932
+118,917
3319
$1.95M ﹤0.01%
32,208
-1,563
3320
$1.95M ﹤0.01%
23,794
+15,081
3321
$1.95M ﹤0.01%
68,600
-14,871
3322
$1.94M ﹤0.01%
30,963
-53,891
3323
$1.94M ﹤0.01%
91,171
-141,504
3324
$1.94M ﹤0.01%
24,593
-1,411
3325
$1.94M ﹤0.01%
284,313
+25,579