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
3726
$963K ﹤0.01%
38,718
+31,416
3727
$958K ﹤0.01%
42,924
-1,760
3728
$958K ﹤0.01%
37,503
+5,962
3729
$957K ﹤0.01%
30,168
+427
3730
$956K ﹤0.01%
49,454
+46,247
3731
$954K ﹤0.01%
13,645
+9,637
3732
$953K ﹤0.01%
61,675
-16,010
3733
$951K ﹤0.01%
105,714
+5,589
3734
$948K ﹤0.01%
35,133
-22,223
3735
$947K ﹤0.01%
52,032
+8,210
3736
$946K ﹤0.01%
21,240
+3,755
3737
$944K ﹤0.01%
21,996
-25,551
3738
$943K ﹤0.01%
30,858
+11,485
3739
$940K ﹤0.01%
30,509
+21,026
3740
$939K ﹤0.01%
49,798
+4,797
3741
$937K ﹤0.01%
37,352
+12,061
3742
$937K ﹤0.01%
16,963
-3,500
3743
$931K ﹤0.01%
112,998
-41,351
3744
$931K ﹤0.01%
47,896
-23,952
3745
$926K ﹤0.01%
20,448
-6,427
3746
$925K ﹤0.01%
46,671
+3,125
3747
$924K ﹤0.01%
160,184
+969
3748
$923K ﹤0.01%
26,023
-20,624
3749
$921K ﹤0.01%
65,721
+737
3750
$918K ﹤0.01%
36,203
+3,449