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
5101
$63K ﹤0.01%
5,257
5102
$63K ﹤0.01%
7,023
-1,334
5103
$63K ﹤0.01%
6,570
+4,138
5104
$63K ﹤0.01%
4,022
-16,465
5105
$62K ﹤0.01%
3,273
+2,451
5106
$62K ﹤0.01%
1,079
+974
5107
$62K ﹤0.01%
3,364
+233
5108
$62K ﹤0.01%
5,440
-2,733
5109
$61K ﹤0.01%
13,710
-27,462
5110
$61K ﹤0.01%
7,466
-10,288
5111
$61K ﹤0.01%
7,609
+3,533
5112
$61K ﹤0.01%
9,796
-1,333
5113
$61K ﹤0.01%
1,574
+814
5114
$61K ﹤0.01%
1,032
+295
5115
$60K ﹤0.01%
+2,692
5116
$60K ﹤0.01%
2,406
+426
5117
$60K ﹤0.01%
2,829
+849
5118
$60K ﹤0.01%
3,331
+795
5119
$60K ﹤0.01%
4,807
+833
5120
$60K ﹤0.01%
15,329
+15,320
5121
$60K ﹤0.01%
4,000
5122
$59K ﹤0.01%
7,134
+382
5123
$59K ﹤0.01%
911
-288
5124
$59K ﹤0.01%
306
+302
5125
$59K ﹤0.01%
2,969
-733