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
501
$151M 0.03%
2,984,164
+435,279
502
$151M 0.03%
1,681,360
+169,603
503
$150M 0.03%
1,643,651
+786,821
504
$150M 0.03%
1,065,885
+330,637
505
$149M 0.03%
2,810,380
-43,818
506
$149M 0.03%
4,871,782
+394,730
507
$147M 0.03%
8,919,975
+890,565
508
$147M 0.03%
2,898,097
+36,844
509
$147M 0.03%
939,454
-482,835
510
$147M 0.03%
3,360,191
-152,290
511
$146M 0.03%
5,749,557
+3,277,706
512
$146M 0.03%
1,894,510
-136,358
513
$145M 0.02%
9,015,210
+953,977
514
$144M 0.02%
1,779,261
+72,922
515
$144M 0.02%
710,894
+77,795
516
$144M 0.02%
21,236,322
+9,486,197
517
$143M 0.02%
2,782,474
+292,839
518
$143M 0.02%
4,509,990
+876,807
519
$142M 0.02%
11,189,639
+2,355,852
520
$142M 0.02%
3,221,646
+780,242
521
$142M 0.02%
8,065,670
+1,094,438
522
$142M 0.02%
5,464,508
-441,105
523
$141M 0.02%
2,638,086
-304,420
524
$141M 0.02%
1,164,741
+172,042
525
$141M 0.02%
4,915,426
-639,840