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
3976
$603K ﹤0.01%
64,219
-6,868
3977
$602K ﹤0.01%
2,993
+156
3978
$602K ﹤0.01%
10,102
+3,608
3979
$599K ﹤0.01%
78,647
+1,313
3980
$599K ﹤0.01%
45,607
+12,425
3981
$599K ﹤0.01%
21,002
+20,026
3982
$599K ﹤0.01%
48,183
+45,010
3983
$598K ﹤0.01%
24,971
+2,405
3984
$597K ﹤0.01%
35,190
+21,048
3985
$595K ﹤0.01%
50,943
+1,176
3986
$595K ﹤0.01%
99,215
+1,650
3987
$593K ﹤0.01%
11,658
+9,403
3988
$592K ﹤0.01%
42,814
-1,678
3989
$592K ﹤0.01%
41,369
+1,112
3990
$589K ﹤0.01%
15,355
-5,955
3991
$589K ﹤0.01%
62,284
-317,542
3992
$586K ﹤0.01%
61
+15
3993
$585K ﹤0.01%
46,262
+17,173
3994
$584K ﹤0.01%
20,751
+7,942
3995
$581K ﹤0.01%
20,073
-26,131
3996
$580K ﹤0.01%
20,333
-17,937
3997
$577K ﹤0.01%
48,674
-11,767
3998
$572K ﹤0.01%
51,307
+14,546
3999
$571K ﹤0.01%
98,451
+30,479
4000
$571K ﹤0.01%
39,689
+9,683