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
4201
$412K ﹤0.01%
42,689
+20
4202
$411K ﹤0.01%
19,450
-6,963
4203
$411K ﹤0.01%
30,253
-9,048
4204
$411K ﹤0.01%
27,751
-250,941
4205
$410K ﹤0.01%
85,364
-6,824
4206
$409K ﹤0.01%
21,128
-8,724
4207
$408K ﹤0.01%
29,998
-981
4208
$408K ﹤0.01%
8,236
+8,034
4209
$407K ﹤0.01%
21,452
-15,057
4210
$405K ﹤0.01%
46,893
+3,701
4211
$404K ﹤0.01%
34,693
+6,510
4212
$402K ﹤0.01%
13,104
+2,739
4213
$401K ﹤0.01%
13,396
+8,165
4214
$401K ﹤0.01%
28,758
-1,485
4215
$399K ﹤0.01%
27,436
+10,735
4216
$399K ﹤0.01%
37,260
-1,373
4217
$399K ﹤0.01%
14,184
+4,631
4218
$399K ﹤0.01%
22,295
+496
4219
$399K ﹤0.01%
10,774
+6,022
4220
$398K ﹤0.01%
30,769
+16,503
4221
$397K ﹤0.01%
629
-373
4222
$397K ﹤0.01%
3,146
+1,937
4223
$396K ﹤0.01%
4,397
+1,704
4224
$396K ﹤0.01%
54,606
+1,986
4225
$395K ﹤0.01%
6,993
+4,535