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
3951
$632K ﹤0.01%
7,255
-2,341
3952
$631K ﹤0.01%
24,202
+24,102
3953
$630K ﹤0.01%
12,428
+4,817
3954
$627K ﹤0.01%
23,706
+1,330
3955
$622K ﹤0.01%
66,265
-1,135
3956
$621K ﹤0.01%
+26,706
3957
$621K ﹤0.01%
10,571
-7,655
3958
$621K ﹤0.01%
41,940
+25,174
3959
$620K ﹤0.01%
31,839
+3,628
3960
$620K ﹤0.01%
19,360
+12,330
3961
$618K ﹤0.01%
47,437
-1,545
3962
$617K ﹤0.01%
33,814
+10,331
3963
$615K ﹤0.01%
47,733
+5,634
3964
$613K ﹤0.01%
6,147
+1,664
3965
$612K ﹤0.01%
33,726
-61,678
3966
$611K ﹤0.01%
33,488
-22,794
3967
$610K ﹤0.01%
35,753
-5,169
3968
$608K ﹤0.01%
10,058
-4,420
3969
$608K ﹤0.01%
43,442
+633
3970
$607K ﹤0.01%
52,659
+44,970
3971
$607K ﹤0.01%
18,423
-61,869
3972
$607K ﹤0.01%
13,475
-3,942
3973
$606K ﹤0.01%
81,783
-9,519
3974
$606K ﹤0.01%
24,331
+1,413
3975
$605K ﹤0.01%
65,876
-27,950