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
1526
$20.7M ﹤0.01%
887,118
+121,008
1527
$20.6M ﹤0.01%
372,229
-166,933
1528
$20.6M ﹤0.01%
1,888,377
+239,378
1529
$20.6M ﹤0.01%
166,308
+26,467
1530
$20.5M ﹤0.01%
588,648
-152,961
1531
$20.5M ﹤0.01%
364,311
-42,455
1532
$20.5M ﹤0.01%
768,577
-54,858
1533
$20.5M ﹤0.01%
439,821
+226,390
1534
$20.5M ﹤0.01%
771,013
-41,219
1535
$20.5M ﹤0.01%
1,497,457
+188,595
1536
$20.4M ﹤0.01%
190,856
+25,084
1537
$20.4M ﹤0.01%
517,653
-665
1538
$20.4M ﹤0.01%
1,017,717
-349,527
1539
$20.4M ﹤0.01%
598,232
+226,308
1540
$20.3M ﹤0.01%
357,752
+35,097
1541
$20.2M ﹤0.01%
1,122,240
-82,339
1542
$20.2M ﹤0.01%
314,656
+14,597
1543
$20.2M ﹤0.01%
509,272
+2,404
1544
$20.2M ﹤0.01%
700,908
+108,534
1545
$20.2M ﹤0.01%
522,515
-55,387
1546
$20.1M ﹤0.01%
220,267
+82,938
1547
$20.1M ﹤0.01%
985,800
+204,825
1548
$20M ﹤0.01%
327,934
+2,260
1549
$20M ﹤0.01%
345,563
+42,863
1550
$20M ﹤0.01%
792,930
+70,961