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
2301
$7.8M ﹤0.01%
+156,350
2302
$7.8M ﹤0.01%
250,003
+4,841
2303
$7.8M ﹤0.01%
796,580
+283,555
2304
$7.8M ﹤0.01%
517,001
+412,392
2305
$7.79M ﹤0.01%
608,534
-3,884
2306
$7.77M ﹤0.01%
168,670
-3,317
2307
$7.75M ﹤0.01%
687,955
+60,504
2308
$7.75M ﹤0.01%
264,099
-40,435
2309
$7.74M ﹤0.01%
379,630
-346,002
2310
$7.73M ﹤0.01%
241,313
+131,362
2311
$7.72M ﹤0.01%
190,195
+1,880
2312
$7.71M ﹤0.01%
119,537
+16,488
2313
$7.7M ﹤0.01%
505,690
+76,339
2314
$7.7M ﹤0.01%
161,179
+222
2315
$7.67M ﹤0.01%
348,626
-33,477
2316
$7.66M ﹤0.01%
209,892
-80,063
2317
$7.64M ﹤0.01%
652,299
-6,674
2318
$7.62M ﹤0.01%
243,502
-69,902
2319
$7.61M ﹤0.01%
795,528
+179,816
2320
$7.61M ﹤0.01%
410,208
+139,591
2321
$7.59M ﹤0.01%
374,570
+41,085
2322
$7.55M ﹤0.01%
494,639
+237,267
2323
$7.55M ﹤0.01%
254,033
+9,028
2324
$7.55M ﹤0.01%
500,768
-8,159
2325
$7.55M ﹤0.01%
573,880
-214,185