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
4101
$473K ﹤0.01%
30,295
-16,735
4102
$472K ﹤0.01%
72,023
-34,090
4103
$472K ﹤0.01%
106,641
+7,979
4104
$470K ﹤0.01%
9,886
-8,627
4105
$470K ﹤0.01%
400
+309
4106
$470K ﹤0.01%
38,469
-114,967
4107
$469K ﹤0.01%
8,170
-183
4108
$468K ﹤0.01%
+1,389
4109
$468K ﹤0.01%
4,023
+1,939
4110
$468K ﹤0.01%
+19,381
4111
$467K ﹤0.01%
25,054
+1,684
4112
$467K ﹤0.01%
146,878
-6,318
4113
$466K ﹤0.01%
2,063
-17
4114
$466K ﹤0.01%
8,109
-179
4115
$465K ﹤0.01%
11,912
-32,268
4116
$465K ﹤0.01%
10,256
+3,794
4117
$465K ﹤0.01%
24,078
4118
$465K ﹤0.01%
17,312
-4,736
4119
$465K ﹤0.01%
47,312
+6,491
4120
$464K ﹤0.01%
109,118
+91,844
4121
$463K ﹤0.01%
36,538
+2,585
4122
$462K ﹤0.01%
39,803
-10,344
4123
$461K ﹤0.01%
7,820
-566
4124
$461K ﹤0.01%
28,974
+10,755
4125
$459K ﹤0.01%
18,960
+527