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
3701
$993K ﹤0.01%
55,203
-101,470
3702
$993K ﹤0.01%
43,330
-23,134
3703
$993K ﹤0.01%
109,115
-38,348
3704
$990K ﹤0.01%
14,196
+1,671
3705
$989K ﹤0.01%
38,517
+2,893
3706
$988K ﹤0.01%
37,613
+2,823
3707
$987K ﹤0.01%
100,083
+47,273
3708
$986K ﹤0.01%
63,228
-18,542
3709
$986K ﹤0.01%
42,416
+38,720
3710
$986K ﹤0.01%
47,999
-24,437
3711
$985K ﹤0.01%
67,428
-2,811
3712
$984K ﹤0.01%
21,288
+664
3713
$984K ﹤0.01%
85,875
-142,374
3714
$981K ﹤0.01%
137,463
-14,396
3715
$979K ﹤0.01%
85,135
+12,603
3716
$976K ﹤0.01%
195,116
+112,072
3717
$975K ﹤0.01%
161,371
+44,399
3718
$973K ﹤0.01%
84,920
-36,554
3719
$972K ﹤0.01%
54,714
+7,362
3720
$969K ﹤0.01%
27,669
+24,556
3721
$967K ﹤0.01%
101,753
+80,888
3722
$967K ﹤0.01%
34,827
+34,774
3723
$963K ﹤0.01%
35,378
-17,879
3724
$963K ﹤0.01%
21,302
-10,076
3725
$963K ﹤0.01%
86,221
+8,630