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
2101
$9.89M ﹤0.01%
215,418
+12,846
2102
$9.87M ﹤0.01%
599,857
+463,494
2103
$9.85M ﹤0.01%
455,576
-216,032
2104
$9.85M ﹤0.01%
109,275
-57,873
2105
$9.83M ﹤0.01%
403,751
+116,742
2106
$9.82M ﹤0.01%
184,321
-46,066
2107
$9.82M ﹤0.01%
642,381
+200,629
2108
$9.82M ﹤0.01%
199,704
-46,137
2109
$9.81M ﹤0.01%
257,402
-45,449
2110
$9.79M ﹤0.01%
134,754
-11,933
2111
$9.78M ﹤0.01%
628,278
+20,882
2112
$9.75M ﹤0.01%
119,037
+11,880
2113
$9.73M ﹤0.01%
356,820
+16,450
2114
$9.72M ﹤0.01%
105,775
+3,182
2115
$9.72M ﹤0.01%
447,438
+76,655
2116
$9.71M ﹤0.01%
333,264
+37,447
2117
$9.7M ﹤0.01%
335,316
-48,263
2118
$9.7M ﹤0.01%
282,058
+79,200
2119
$9.67M ﹤0.01%
415,596
-39,114
2120
$9.66M ﹤0.01%
324,380
+48,168
2121
$9.66M ﹤0.01%
478,137
-219,232
2122
$9.65M ﹤0.01%
773,900
+20,860
2123
$9.64M ﹤0.01%
112,956
-79,859
2124
$9.63M ﹤0.01%
345,620
-551,440
2125
$9.62M ﹤0.01%
1,039,400
+178,266