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
3851
$762K ﹤0.01%
47,491
-38,611
3852
$761K ﹤0.01%
37,715
-52,338
3853
$761K ﹤0.01%
56,140
+3,466
3854
$758K ﹤0.01%
185,319
-12,893
3855
$757K ﹤0.01%
52,321
+1,884
3856
$757K ﹤0.01%
23,996
+19,156
3857
$757K ﹤0.01%
38,055
+32,895
3858
$756K ﹤0.01%
24,437
+1,796
3859
$754K ﹤0.01%
68,184
+43,155
3860
$752K ﹤0.01%
68,928
+173
3861
$748K ﹤0.01%
18,921
+7,112
3862
$748K ﹤0.01%
37,073
-5,140
3863
$747K ﹤0.01%
72,757
-1,360
3864
$744K ﹤0.01%
80,674
+63,223
3865
$743K ﹤0.01%
167,669
+82,597
3866
$740K ﹤0.01%
147,977
+6,584
3867
$740K ﹤0.01%
44,184
+39,055
3868
$739K ﹤0.01%
34,445
-27
3869
$737K ﹤0.01%
25,130
+2,656
3870
$736K ﹤0.01%
23,942
-15,117
3871
$731K ﹤0.01%
66,161
+23,090
3872
$731K ﹤0.01%
148,568
-9,273
3873
$727K ﹤0.01%
66,257
-24,072
3874
$724K ﹤0.01%
43,528
+3,207
3875
$723K ﹤0.01%
45,789
+4,269