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
4601
$187K ﹤0.01%
8,331
+573
4602
$185K ﹤0.01%
+6,270
4603
$184K ﹤0.01%
+2,742
4604
$184K ﹤0.01%
13,359
+8,156
4605
$184K ﹤0.01%
13,699
-9,994
4606
$183K ﹤0.01%
9,515
-20,188
4607
$183K ﹤0.01%
2,254
-210
4608
$182K ﹤0.01%
+14,746
4609
$182K ﹤0.01%
9,738
+2,859
4610
$182K ﹤0.01%
15,556
-2,193
4611
$181K ﹤0.01%
2,863
-6,464
4612
$181K ﹤0.01%
2,930
+53
4613
$181K ﹤0.01%
6,181
-3,540
4614
$180K ﹤0.01%
607
+507
4615
$180K ﹤0.01%
3,650
4616
$180K ﹤0.01%
11,655
-18,519
4617
$180K ﹤0.01%
2,800
+1,193
4618
$180K ﹤0.01%
9,675
-322
4619
$180K ﹤0.01%
12,127
-500
4620
$180K ﹤0.01%
20,843
+5,263
4621
$180K ﹤0.01%
11,829
+6,555
4622
$178K ﹤0.01%
24,496
-500
4623
$178K ﹤0.01%
47,148
+17,941
4624
$178K ﹤0.01%
9,580
+2,452
4625
$177K ﹤0.01%
19,250
-1,000