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
5001
$80K ﹤0.01%
6,961
-174
5002
$80K ﹤0.01%
6,081
+1,185
5003
$80K ﹤0.01%
3,089
+300
5004
$79K ﹤0.01%
2,016
+423
5005
$79K ﹤0.01%
+222
5006
$79K ﹤0.01%
+14,365
5007
$79K ﹤0.01%
1,975
+94
5008
$79K ﹤0.01%
18,493
+10,695
5009
$79K ﹤0.01%
2,926
-1,628
5010
$79K ﹤0.01%
14,030
+1,401
5011
$78K ﹤0.01%
7,044
+399
5012
$78K ﹤0.01%
4,151
-2,806
5013
$78K ﹤0.01%
11,626
-4,385
5014
$78K ﹤0.01%
5,311
+3,304
5015
$78K ﹤0.01%
2,622
-409
5016
$78K ﹤0.01%
16,300
+845
5017
$78K ﹤0.01%
2,136
+492
5018
$78K ﹤0.01%
+2,000
5019
$77K ﹤0.01%
1,445
+275
5020
$77K ﹤0.01%
1,805
-21,142
5021
$77K ﹤0.01%
3,224
5022
$77K ﹤0.01%
+2,737
5023
$77K ﹤0.01%
4,663
-61,672
5024
$77K ﹤0.01%
1,470
+278
5025
$77K ﹤0.01%
+4,855