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
3901
$698K ﹤0.01%
13,000
3902
$697K ﹤0.01%
43,272
-10,983
3903
$696K ﹤0.01%
232,050
-2,707
3904
$696K ﹤0.01%
16,719
+543
3905
$695K ﹤0.01%
23,069
+9,945
3906
$693K ﹤0.01%
60,981
-8,328
3907
$692K ﹤0.01%
12,470
-1,953
3908
$690K ﹤0.01%
+22,048
3909
$690K ﹤0.01%
89,527
+7,583
3910
$690K ﹤0.01%
40,963
+8,457
3911
$689K ﹤0.01%
92,329
-2,210
3912
$687K ﹤0.01%
33,689
+6,958
3913
$686K ﹤0.01%
21,245
+6,111
3914
$685K ﹤0.01%
52,899
+8,778
3915
$684K ﹤0.01%
81,999
-9,269
3916
$684K ﹤0.01%
16,224
-26,152
3917
$683K ﹤0.01%
79,542
-15,365
3918
$681K ﹤0.01%
10,460
+1,596
3919
$680K ﹤0.01%
49,790
-53,928
3920
$679K ﹤0.01%
24,679
+3,132
3921
$678K ﹤0.01%
23,559
-2,299
3922
$677K ﹤0.01%
50,247
+2,349
3923
$676K ﹤0.01%
18,510
+8,845
3924
$675K ﹤0.01%
22,611
-170,999
3925
$673K ﹤0.01%
45,126
-38,308