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
3351
$1.84M ﹤0.01%
55,989
+12,807
3352
$1.83M ﹤0.01%
50,341
-19,160
3353
$1.82M ﹤0.01%
94,764
-17,718
3354
$1.82M ﹤0.01%
+68,381
3355
$1.82M ﹤0.01%
37,451
+15,631
3356
$1.82M ﹤0.01%
143,952
-6,379
3357
$1.82M ﹤0.01%
117,923
+16,944
3358
$1.81M ﹤0.01%
101,298
+37,923
3359
$1.81M ﹤0.01%
82,352
+5,061
3360
$1.81M ﹤0.01%
94,237
-31,099
3361
$1.81M ﹤0.01%
110,053
+18,294
3362
$1.81M ﹤0.01%
152,159
-537
3363
$1.81M ﹤0.01%
8,760
+204
3364
$1.8M ﹤0.01%
182,115
+46,469
3365
$1.8M ﹤0.01%
55,443
+27,411
3366
$1.8M ﹤0.01%
71,558
-139,148
3367
$1.79M ﹤0.01%
114,601
+1,956
3368
$1.79M ﹤0.01%
74,955
+4,296
3369
$1.79M ﹤0.01%
250,945
+82,047
3370
$1.79M ﹤0.01%
104,655
+21,325
3371
$1.79M ﹤0.01%
106,942
+40,415
3372
$1.79M ﹤0.01%
138,821
-1,647
3373
$1.79M ﹤0.01%
166,446
+11,164
3374
$1.78M ﹤0.01%
83,771
+8,675
3375
$1.78M ﹤0.01%
89,764
+4,066