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
3501
$1.45M ﹤0.01%
96,092
-1,653
3502
$1.44M ﹤0.01%
122,307
+30,293
3503
$1.44M ﹤0.01%
107,422
-30,336
3504
$1.43M ﹤0.01%
192,893
-312,368
3505
$1.43M ﹤0.01%
33,150
-34,791
3506
$1.43M ﹤0.01%
47,879
+17,631
3507
$1.42M ﹤0.01%
302,874
-46,299
3508
$1.42M ﹤0.01%
28,426
+5,697
3509
$1.42M ﹤0.01%
53,166
-10,220
3510
$1.42M ﹤0.01%
15,775
-6,054
3511
$1.42M ﹤0.01%
210,755
+164,767
3512
$1.41M ﹤0.01%
17,384
+4,971
3513
$1.41M ﹤0.01%
34,859
-30,044
3514
$1.41M ﹤0.01%
71,087
+67,191
3515
$1.41M ﹤0.01%
220,859
+17,432
3516
$1.4M ﹤0.01%
160,815
-1,333
3517
$1.4M ﹤0.01%
96,567
+9,107
3518
$1.4M ﹤0.01%
83,915
+2,383
3519
$1.4M ﹤0.01%
21,970
-24,840
3520
$1.4M ﹤0.01%
86,253
-37,661
3521
$1.39M ﹤0.01%
49,740
-9,370
3522
$1.39M ﹤0.01%
61,116
-12,384
3523
$1.38M ﹤0.01%
28,672
-919
3524
$1.38M ﹤0.01%
23,417
+8,298
3525
$1.38M ﹤0.01%
711,733
-2,479,414