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
1501
$21.3M ﹤0.01%
469,674
+241,099
1502
$21.3M ﹤0.01%
714,965
+127,796
1503
$21.2M ﹤0.01%
77,794
-4,033
1504
$21.2M ﹤0.01%
39,262
+16,582
1505
$21.2M ﹤0.01%
356,945
-66,520
1506
$21.2M ﹤0.01%
182,906
+34,503
1507
$21.1M ﹤0.01%
562,793
+183,399
1508
$21.1M ﹤0.01%
632,636
+97,982
1509
$21.1M ﹤0.01%
586,281
+56,673
1510
$21.1M ﹤0.01%
1,085,803
-86,464
1511
$21.1M ﹤0.01%
497,391
-129,269
1512
$21M ﹤0.01%
9,508
+113
1513
$21M ﹤0.01%
210,839
-33,536
1514
$20.9M ﹤0.01%
701,782
+31,972
1515
$20.9M ﹤0.01%
974,083
+603,843
1516
$20.9M ﹤0.01%
2,391,903
+2,325,975
1517
$20.9M ﹤0.01%
319,405
+66,244
1518
$20.9M ﹤0.01%
406,545
+4,739
1519
$20.9M ﹤0.01%
141,058
+9,416
1520
$20.8M ﹤0.01%
+203,504
1521
$20.8M ﹤0.01%
1,354,367
+63,631
1522
$20.8M ﹤0.01%
542,464
-22,236
1523
$20.8M ﹤0.01%
799,608
+76,658
1524
$20.7M ﹤0.01%
1,150,837
+682,913
1525
$20.7M ﹤0.01%
955,239
-199,121