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
1051
$40.8M 0.01%
654,432
+151,119
1052
$40.8M 0.01%
956,524
-34,088
1053
$40.8M 0.01%
2,948,810
-613,351
1054
$40.7M 0.01%
873,738
-57,156
1055
$40.7M 0.01%
312,021
-843
1056
$40.6M 0.01%
1,153,300
-179,343
1057
$40.5M 0.01%
1,616,451
-585
1058
$40.5M 0.01%
1,972,895
-397,890
1059
$40.4M 0.01%
282,578
-24,311
1060
$40.4M 0.01%
1,473,394
-483,173
1061
$40.4M 0.01%
449,035
-210
1062
$40.2M 0.01%
983,214
-746,515
1063
$40.2M 0.01%
628,355
-563,150
1064
$40M 0.01%
558,699
+74,163
1065
$40M 0.01%
1,095,408
-171,029
1066
$40M 0.01%
452,930
+294,420
1067
$39.9M 0.01%
3,068,157
-139,277
1068
$39.8M 0.01%
499,224
+37,499
1069
$39.8M 0.01%
2,526,592
+144,122
1070
$39.6M 0.01%
1,713,192
-1,123,392
1071
$39.6M 0.01%
1,649,689
-719,550
1072
$39.5M 0.01%
573,426
+520,530
1073
$39.4M 0.01%
2,567,832
-138,436
1074
$39.3M 0.01%
608,951
-53,065
1075
$39.2M 0.01%
1,356,254
+912,499