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
1001
$43.3M 0.01%
1,903,618
-1,093,872
1002
$43.3M 0.01%
2,297,441
+73,161
1003
$43.3M 0.01%
349,431
-24,845
1004
$43.2M 0.01%
1,502,802
+97,507
1005
$43.1M 0.01%
167,678
-20,362
1006
$43.1M 0.01%
361,054
-12,011
1007
$42.9M 0.01%
886,415
+82,359
1008
$42.9M 0.01%
770,789
-11,099
1009
$42.8M 0.01%
493,163
+44,752
1010
$42.7M 0.01%
713,715
+86,234
1011
$42.7M 0.01%
1,649,539
+714,654
1012
$42.6M 0.01%
1,658,822
+266,964
1013
$42.6M 0.01%
174,657
+13,446
1014
$42.5M 0.01%
1,284,278
-150,481
1015
$42.4M 0.01%
382,899
+33,645
1016
$42.3M 0.01%
2,084,023
+674,845
1017
$42.3M 0.01%
493,582
-14,005
1018
$42.3M 0.01%
2,194,721
+496,221
1019
$42.2M 0.01%
1,858,298
+119,497
1020
$42.2M 0.01%
835,613
-102,237
1021
$42.1M 0.01%
945,192
+2,986
1022
$42.1M 0.01%
360,492
+54,739
1023
$42.1M 0.01%
3,739,735
-48,516
1024
$42M 0.01%
1,349,081
-23,020
1025
$41.9M 0.01%
1,111,180
+709,860