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
4001
$568K ﹤0.01%
35,570
+15,219
4002
$565K ﹤0.01%
727
+289
4003
$565K ﹤0.01%
35,232
+1,814
4004
$564K ﹤0.01%
34,087
+2,911
4005
$564K ﹤0.01%
18,836
+6,312
4006
$563K ﹤0.01%
46,320
+13,104
4007
$561K ﹤0.01%
55,744
+6,249
4008
$560K ﹤0.01%
19,287
+14,096
4009
$560K ﹤0.01%
39,620
+6,505
4010
$560K ﹤0.01%
54,556
4011
$560K ﹤0.01%
52,245
+40,205
4012
$558K ﹤0.01%
26,068
+8,846
4013
$558K ﹤0.01%
22,925
+19,425
4014
$557K ﹤0.01%
95,187
+9,763
4015
$556K ﹤0.01%
25,365
+113
4016
$554K ﹤0.01%
84,650
-46,213
4017
$553K ﹤0.01%
56,175
-1,596
4018
$553K ﹤0.01%
58,958
+20,051
4019
$552K ﹤0.01%
168,810
+35,222
4020
$551K ﹤0.01%
57,154
+8,613
4021
$550K ﹤0.01%
11,920
+1,920
4022
$544K ﹤0.01%
58,546
+3,698
4023
$544K ﹤0.01%
15,349
+13,810
4024
$542K ﹤0.01%
42,907
-1,808
4025
$540K ﹤0.01%
16,941
-447