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
3826
$814K ﹤0.01%
+102,670
3827
$813K ﹤0.01%
86,863
-4,206
3828
$810K ﹤0.01%
17,812
-29,932
3829
$810K ﹤0.01%
35,974
+11,516
3830
$807K ﹤0.01%
6,913
+5,175
3831
$806K ﹤0.01%
72,824
+4,406
3832
$804K ﹤0.01%
73,241
+48,748
3833
$800K ﹤0.01%
11,532
+2,872
3834
-14,551,770
3835
$798K ﹤0.01%
47,198
-5,026
3836
$795K ﹤0.01%
74,085
-1,732
3837
$789K ﹤0.01%
41,106
-577
3838
$786K ﹤0.01%
129,380
-20,624
3839
$783K ﹤0.01%
19,071
+3,106
3840
$783K ﹤0.01%
34,873
+9,313
3841
$775K ﹤0.01%
97,856
-2,798
3842
$773K ﹤0.01%
351,302
-2,481
3843
$770K ﹤0.01%
11,604
+2,814
3844
$769K ﹤0.01%
37,016
-6,234
3845
$769K ﹤0.01%
63,535
-7,157
3846
$768K ﹤0.01%
19,297
-53,069
3847
$767K ﹤0.01%
21,416
+1,164
3848
$764K ﹤0.01%
20,811
+6,756
3849
$763K ﹤0.01%
33,440
+7,014
3850
$763K ﹤0.01%
36,645
-756