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
1
$13.6B 2.32%
206,012,732
+135,701,964
2
$7.48B 1.28%
128,148,847
+6,343,865
3
$7.42B 1.27%
28,194,655
-6,497,056
4
$6.65B 1.14%
72,895,218
-5,508,666
5
$6.61B 1.13%
157,537,720
-10,100
6
$5.78B 0.99%
56,003,134
-323,407
7
$5.63B 0.96%
127,222,542
+10,108,160
8
$5.58B 0.95%
50,778,707
-1,023,600
9
$5.53B 0.95%
67,671,300
+3,467,419
10
$5.26B 0.9%
50,237,954
+2,443,504
11
$4.7B 0.8%
27,506,450
-4,398,514
12
$4.53B 0.77%
57,701,276
+2,283,651
13
$4.35B 0.74%
36,235,011
-1,560,289
14
$4.32B 0.74%
100,734,449
+4,108,390
15
$4.28B 0.73%
30,169,225
+1,766,344
16
$4.2B 0.72%
30,848,054
-169,622
17
$4.16B 0.71%
57,532,900
-3,333,440
18
$3.98B 0.68%
33,882,151
+3,241,590
19
$3.79B 0.65%
112,643,443
-11,603,723
20
$3.77B 0.64%
54,035,572
-69,721,657
21
$3.71B 0.63%
24,406,773
-2,882,385
22
$3.68B 0.63%
13,855,852
-18,867,224
23
$3.63B 0.62%
28,332,212
-3,041,056
24
$3.45B 0.59%
14,258,141
-6,037,289
25
$3.41B 0.58%
72,645,902
+1,292,636