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
3751
$916K ﹤0.01%
31,122
-11,032
3752
$914K ﹤0.01%
31,192
-18,127
3753
$914K ﹤0.01%
73,939
+4,505
3754
$912K ﹤0.01%
19,740
+17,335
3755
$912K ﹤0.01%
15,687
-253,482
3756
$912K ﹤0.01%
36,353
+11,561
3757
$907K ﹤0.01%
19,823
-13,884
3758
$907K ﹤0.01%
20,583
+11,388
3759
$906K ﹤0.01%
67,065
+6,219
3760
$904K ﹤0.01%
318,338
-59,373
3761
$904K ﹤0.01%
32,464
-13,407
3762
$901K ﹤0.01%
83,876
+9,220
3763
$898K ﹤0.01%
124,952
+35,276
3764
$898K ﹤0.01%
104,178
-48,093
3765
$896K ﹤0.01%
9,622
-11,604
3766
$894K ﹤0.01%
51,805
-59,182
3767
$893K ﹤0.01%
26,110
+18,952
3768
$890K ﹤0.01%
86,425
-10,103
3769
$888K ﹤0.01%
147,480
-84,266
3770
$887K ﹤0.01%
16,917
+10,160
3771
$887K ﹤0.01%
54,717
+7,827
3772
$886K ﹤0.01%
63,978
+13,287
3773
$884K ﹤0.01%
138
+92
3774
$884K ﹤0.01%
28,368
-1,891
3775
$883K ﹤0.01%
45,716
-18,434