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
2401
$6.8M ﹤0.01%
346,310
+14,219
2402
$6.8M ﹤0.01%
194,165
-553,556
2403
$6.78M ﹤0.01%
180,543
-183,443
2404
$6.77M ﹤0.01%
232,771
+105,819
2405
$6.76M ﹤0.01%
440,692
+117,771
2406
$6.76M ﹤0.01%
166,208
-64,567
2407
$6.75M ﹤0.01%
173,044
+118,067
2408
$6.75M ﹤0.01%
217,274
-23,542
2409
$6.74M ﹤0.01%
2,460,234
+513,248
2410
$6.74M ﹤0.01%
231,628
-98,773
2411
$6.73M ﹤0.01%
97,799
-434
2412
$6.73M ﹤0.01%
328,765
-19,173
2413
$6.71M ﹤0.01%
1,809,862
+250,041
2414
$6.71M ﹤0.01%
288,518
-114,967
2415
$6.71M ﹤0.01%
101,629
-238,735
2416
$6.7M ﹤0.01%
652,083
-379,012
2417
$6.68M ﹤0.01%
380,408
-16,089
2418
$6.68M ﹤0.01%
59,916
-3,646
2419
$6.67M ﹤0.01%
131,895
-16,088
2420
$6.67M ﹤0.01%
214,104
+24,866
2421
$6.67M ﹤0.01%
321,221
+85,320
2422
$6.67M ﹤0.01%
73,652
-16,919
2423
$6.66M ﹤0.01%
171,542
-9,895
2424
$6.66M ﹤0.01%
222,880
+16,502
2425
$6.66M ﹤0.01%
110,187
+28,140