Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
151
$835M 0.14%
8,773,752
-590,456
152
$830M 0.14%
5,487,464
-129,534
153
$830M 0.14%
21,396,808
+251,992
154
$823M 0.14%
17,490,174
+560,940
155
$795M 0.14%
15,615,788
+2,621,066
156
$791M 0.14%
11,618,660
+1,504,448
157
$788M 0.13%
15,612,564
-188,329
158
$780M 0.13%
10,589,172
-132,401
159
$773M 0.13%
11,816,630
-675,815
160
$770M 0.13%
4,699,144
+671,162
161
$770M 0.13%
13,298,790
+209,076
162
$769M 0.13%
7,063,655
-66,868
163
$760M 0.13%
2,175,688
-10,290
164
$755M 0.13%
13,091,632
+478,863
165
$755M 0.13%
6,901,996
+195,128
166
$753M 0.13%
11,902,626
+814,481
167
$749M 0.13%
2,534,332
+170,580
168
$746M 0.13%
23,358,854
+15,885,938
169
$745M 0.13%
18,996,730
+551,702
170
$744M 0.13%
2,178,389
-2,193
171
$740M 0.13%
13,519,975
+717,426
172
$739M 0.13%
7,433,616
+34,484
173
$734M 0.13%
8,786,060
+756,977
174
$721M 0.12%
17,677,510
-181,288
175
$721M 0.12%
7,726,001
-167,193