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
2051
$10.6M ﹤0.01%
1,189,247
+117,596
2052
$10.5M ﹤0.01%
416,425
+91,280
2053
$10.5M ﹤0.01%
820,740
+5,250
2054
$10.5M ﹤0.01%
384,198
+36,921
2055
$10.5M ﹤0.01%
140,326
+11,675
2056
$10.5M ﹤0.01%
163,746
-7,033
2057
$10.5M ﹤0.01%
996,801
-27,243
2058
$10.4M ﹤0.01%
159,669
+48,467
2059
$10.4M ﹤0.01%
660,739
-124,063
2060
$10.4M ﹤0.01%
275,238
+17,695
2061
$10.4M ﹤0.01%
230,810
+14,402
2062
$10.4M ﹤0.01%
591,093
+158,024
2063
$10.4M ﹤0.01%
809,310
+77,230
2064
$10.4M ﹤0.01%
374,891
-36,829
2065
$10.4M ﹤0.01%
1,024,558
+352,634
2066
$10.4M ﹤0.01%
166,116
-37,780
2067
$10.4M ﹤0.01%
459,726
+3,449
2068
$10.3M ﹤0.01%
387,299
-103
2069
$10.3M ﹤0.01%
150,520
+27,517
2070
$10.3M ﹤0.01%
171,050
+21,346
2071
$10.3M ﹤0.01%
572,514
+141,369
2072
$10.3M ﹤0.01%
107,356
+74,471
2073
$10.3M ﹤0.01%
1,648,099
+339,204
2074
$10.3M ﹤0.01%
199,961
-41,461
2075
$10.2M ﹤0.01%
829,243
+109,805