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
4026
$540K ﹤0.01%
43,169
-2,989
4027
$537K ﹤0.01%
56,379
-33,197
4028
$537K ﹤0.01%
22,750
-11,701
4029
$537K ﹤0.01%
45,501
-1,014
4030
$535K ﹤0.01%
8,317
+764
4031
$534K ﹤0.01%
61,871
+9,045
4032
$532K ﹤0.01%
42,744
-15,002
4033
$532K ﹤0.01%
70,078
+15,153
4034
$531K ﹤0.01%
903
+669
4035
$530K ﹤0.01%
10,293
+377
4036
$530K ﹤0.01%
108,783
+80,764
4037
$527K ﹤0.01%
772,078
-184,346
4038
$525K ﹤0.01%
10,592
+8,619
4039
$525K ﹤0.01%
21,393
+2,023
4040
$523K ﹤0.01%
79,850
-13,797
4041
$520K ﹤0.01%
30,655
+7,650
4042
$519K ﹤0.01%
8,366
-9,448
4043
$518K ﹤0.01%
20,728
-538
4044
$517K ﹤0.01%
31,767
+748
4045
$517K ﹤0.01%
317,103
-3,468
4046
$516K ﹤0.01%
34,815
-1,155
4047
$515K ﹤0.01%
31,505
-31,553
4048
$514K ﹤0.01%
8,833
-465
4049
$512K ﹤0.01%
19,890
-8,300
4050
$511K ﹤0.01%
40,171
+9,361