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
1201
$33.1M 0.01%
608,210
-162,407
1202
$33M 0.01%
853,104
+119,282
1203
$33M 0.01%
228,088
+35,085
1204
$32.9M 0.01%
1,106,319
-988,355
1205
$32.9M 0.01%
759,436
+12,410
1206
$32.9M 0.01%
735,600
+132,064
1207
$32.9M 0.01%
632,220
-540
1208
$32.9M 0.01%
998,040
-209,836
1209
$32.8M 0.01%
637,170
-5,730
1210
$32.8M 0.01%
954,083
+200,904
1211
$32.8M 0.01%
192,879
-9,392
1212
$32.5M 0.01%
39,550
-6,468
1213
$32.5M 0.01%
1,106,211
+75,771
1214
$32.5M 0.01%
1,544,914
+657,211
1215
$32.5M 0.01%
1,061,782
+66,626
1216
$32.4M 0.01%
273,676
+115,264
1217
$32.3M 0.01%
643,538
-103,883
1218
$32.3M 0.01%
272,959
-10,993
1219
$32.3M 0.01%
1,975,289
+114,871
1220
$32.2M 0.01%
213,531
+23,679
1221
$32.2M 0.01%
281,523
+25,554
1222
$32.2M 0.01%
488,581
+321,137
1223
$32.2M 0.01%
932,750
+79,130
1224
$32.2M 0.01%
823,058
-7,216
1225
$32.1M 0.01%
916,023
-6,403