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
3926
$673K ﹤0.01%
146,048
+19,487
3927
$673K ﹤0.01%
51,711
+36,661
3928
$672K ﹤0.01%
50,508
+3,830
3929
$672K ﹤0.01%
54,893
-8,462
3930
$664K ﹤0.01%
27,768
-4,349
3931
$664K ﹤0.01%
14,163
+3,856
3932
$657K ﹤0.01%
22,215
-52
3933
$652K ﹤0.01%
50,154
+3,357
3934
$652K ﹤0.01%
35,184
-4,936
3935
$650K ﹤0.01%
17,350
+1,165
3936
$649K ﹤0.01%
12,523
+145
3937
$649K ﹤0.01%
49,961
-5,238
3938
$648K ﹤0.01%
9,205
-13,359
3939
$648K ﹤0.01%
23,618
+3,401
3940
$646K ﹤0.01%
45,118
+31,374
3941
$646K ﹤0.01%
25,268
+25,267
3942
$644K ﹤0.01%
55,678
+85
3943
$643K ﹤0.01%
25,554
+2,826
3944
$641K ﹤0.01%
27,252
+3,436
3945
$641K ﹤0.01%
55,497
-99,485
3946
$640K ﹤0.01%
15,945
-12,623
3947
$639K ﹤0.01%
9,634
-243
3948
$637K ﹤0.01%
26,870
+2,762
3949
$635K ﹤0.01%
37,630
+7,278
3950
$635K ﹤0.01%
38,781
+33,421