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
1301
$28.3M ﹤0.01%
3,897,214
+341,956
1302
$28.3M ﹤0.01%
271,705
+64,373
1303
$28.3M ﹤0.01%
1,250,083
+70,950
1304
$28.3M ﹤0.01%
1,613,434
-2,159,470
1305
$28.2M ﹤0.01%
701,331
-129,180
1306
$28.1M ﹤0.01%
878,580
-16,504
1307
$28.1M ﹤0.01%
386,271
-89,797
1308
$28.1M ﹤0.01%
590,702
-222,214
1309
$28.1M ﹤0.01%
660,673
+13,458
1310
$28M ﹤0.01%
851,410
-6,380
1311
$28M ﹤0.01%
415,170
+70,391
1312
$28M ﹤0.01%
110,947
-46,036
1313
$27.9M ﹤0.01%
1,779,020
+224,993
1314
$27.9M ﹤0.01%
1,464,809
-165,488
1315
$27.8M ﹤0.01%
5,123,717
-1,425,782
1316
$27.7M ﹤0.01%
1,902,731
+297,136
1317
$27.6M ﹤0.01%
553,609
-110,117
1318
$27.6M ﹤0.01%
571,588
-20,835
1319
$27.6M ﹤0.01%
377,412
-155,437
1320
$27.6M ﹤0.01%
373,171
+120,209
1321
$27.6M ﹤0.01%
431,867
-25,209
1322
$27.5M ﹤0.01%
204,238
-279,801
1323
$27.5M ﹤0.01%
1,840,726
+53,865
1324
$27.5M ﹤0.01%
10,834
+5,141
1325
$27.4M ﹤0.01%
825,443
-73,403