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
3776
$880K ﹤0.01%
77,225
+5,720
3777
$879K ﹤0.01%
111,264
-18,344
3778
$874K ﹤0.01%
29,451
+4,141
3779
$872K ﹤0.01%
94,070
+11,201
3780
$872K ﹤0.01%
35,978
+2,295
3781
$871K ﹤0.01%
8,733
-1,569
3782
$871K ﹤0.01%
21,274
+4,184
3783
$870K ﹤0.01%
37,841
+4,147
3784
$870K ﹤0.01%
71,998
+1,310
3785
$868K ﹤0.01%
22,094
-2,815
3786
$865K ﹤0.01%
31,735
-38,925
3787
$863K ﹤0.01%
27,897
+27,326
3788
$862K ﹤0.01%
32,099
-739
3789
$861K ﹤0.01%
27,253
+23,701
3790
$861K ﹤0.01%
22,091
-27,731
3791
$858K ﹤0.01%
233,689
-554,085
3792
$858K ﹤0.01%
112,980
-230,035
3793
$857K ﹤0.01%
62,798
+7,660
3794
$855K ﹤0.01%
320,235
-44,608
3795
$854K ﹤0.01%
11,278
-4,817
3796
$853K ﹤0.01%
15,078
+762
3797
$853K ﹤0.01%
104,615
+1,822
3798
$852K ﹤0.01%
27,375
+66
3799
$849K ﹤0.01%
30,129
-13,310
3800
$849K ﹤0.01%
17,557
+5,124