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
5201
$49K ﹤0.01%
+2
5202
$49K ﹤0.01%
21,697
-572
5203
$49K ﹤0.01%
16,420
+3,920
5204
$49K ﹤0.01%
+2,262
5205
$49K ﹤0.01%
14,006
-20,471
5206
$48K ﹤0.01%
1,483
+1,479
5207
$48K ﹤0.01%
4,000
-2,791
5208
$48K ﹤0.01%
6,249
-20,058
5209
$48K ﹤0.01%
1,728
+1,725
5210
$47K ﹤0.01%
1,788
+441
5211
$47K ﹤0.01%
1,000
5212
$47K ﹤0.01%
1,667
5213
$47K ﹤0.01%
2,024
+1,574
5214
$47K ﹤0.01%
+3,062
5215
$47K ﹤0.01%
9,653
-3,122
5216
$47K ﹤0.01%
6,632
-844
5217
$46K ﹤0.01%
28,474
-32,262
5218
$46K ﹤0.01%
840
5219
$46K ﹤0.01%
+1,611
5220
$46K ﹤0.01%
1,815
-24,892
5221
$46K ﹤0.01%
10,131
+131
5222
$46K ﹤0.01%
+3,500
5223
$46K ﹤0.01%
5,800
-2,000
5224
$46K ﹤0.01%
42,781
+3,260
5225
$46K ﹤0.01%
22,027
-96,973