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
3876
$722K ﹤0.01%
263,457
+31,115
3877
$722K ﹤0.01%
62,804
+209
3878
$722K ﹤0.01%
70,821
3879
$722K ﹤0.01%
15,250
-1,367
3880
$721K ﹤0.01%
37,503
-6,334
3881
$720K ﹤0.01%
36,281
+64
3882
$719K ﹤0.01%
64,553
-77,645
3883
$719K ﹤0.01%
2,115
+871
3884
$718K ﹤0.01%
91,885
+21,583
3885
$717K ﹤0.01%
27,214
+21,090
3886
$717K ﹤0.01%
10,235
-22,437
3887
$716K ﹤0.01%
27,742
-54,913
3888
$715K ﹤0.01%
23,551
+229
3889
$714K ﹤0.01%
83,317
-89,378
3890
$713K ﹤0.01%
4,427
-1,381
3891
$710K ﹤0.01%
46,256
-7,261
3892
$709K ﹤0.01%
521,260
3893
$708K ﹤0.01%
21,998
+5,983
3894
$707K ﹤0.01%
37,267
+1,521
3895
$705K ﹤0.01%
17,080
+600
3896
$702K ﹤0.01%
32,873
+151
3897
$702K ﹤0.01%
70,376
-9,688
3898
$701K ﹤0.01%
15,185
-32,124
3899
$701K ﹤0.01%
16,394
+2,552
3900
$699K ﹤0.01%
341,375
+229,231