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
4176
$427K ﹤0.01%
21,438
+3,397
4177
$427K ﹤0.01%
4,673
-4,481
4178
$427K ﹤0.01%
36,396
-20,528
4179
$426K ﹤0.01%
102,115
-138,546
4180
$425K ﹤0.01%
90,047
-25,172
4181
$424K ﹤0.01%
14,778
4182
$424K ﹤0.01%
1,738
+728
4183
$424K ﹤0.01%
17,380
-8,814
4184
$422K ﹤0.01%
11,056
-2,042
4185
$422K ﹤0.01%
17,661
-20,519
4186
$420K ﹤0.01%
32,312
-6,437
4187
$420K ﹤0.01%
8,880
+1,595
4188
$420K ﹤0.01%
40,951
+5,269
4189
$420K ﹤0.01%
21,666
+954
4190
$420K ﹤0.01%
12,608
+3,244
4191
$418K ﹤0.01%
160,178
+2,297
4192
$416K ﹤0.01%
6,600
+756
4193
$415K ﹤0.01%
50,731
+9,679
4194
$415K ﹤0.01%
33,756
-7,447
4195
$414K ﹤0.01%
12,442
+3,417
4196
$414K ﹤0.01%
12,403
+4,264
4197
$414K ﹤0.01%
45,209
-37,495
4198
$413K ﹤0.01%
20,625
+4,665
4199
$413K ﹤0.01%
8,444
-1,521
4200
$413K ﹤0.01%
48,043
-20,083