Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
401
$208M 0.04%
8,515,919
-553,487
402
$207M 0.04%
7,005,990
+142,710
403
$206M 0.04%
2,372,800
-248,141
404
$205M 0.04%
2,805,225
-564,268
405
$200M 0.03%
3,218,498
-110,365
406
$199M 0.03%
1,983,218
+341,151
407
$199M 0.03%
13,154,663
+3,726,792
408
$198M 0.03%
3,450,935
-491,361
409
$198M 0.03%
3,622,010
-187,983
410
$196M 0.03%
3,789,285
+413,263
411
$196M 0.03%
2,332,602
-315,001
412
$195M 0.03%
1,269,460
+151,675
413
$195M 0.03%
2,097,819
-98,828
414
$194M 0.03%
3,179,603
-699,890
415
$194M 0.03%
972,169
+22,704
416
$193M 0.03%
2,513,946
+171,604
417
$193M 0.03%
2,287,716
-350,011
418
$191M 0.03%
1,883,696
+30,894
419
$191M 0.03%
1,702,251
-42,529
420
$191M 0.03%
2,193,222
+77,008
421
$190M 0.03%
5,419,662
+1,112,659
422
$190M 0.03%
3,325,528
+356,533
423
$189M 0.03%
3,816,347
+401,800
424
$189M 0.03%
941,493
-73,180
425
$188M 0.03%
10,668,408
+2,648,675