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
4226
$395K ﹤0.01%
9,560
+1,510
4227
$394K ﹤0.01%
14,711
+14,102
4228
$393K ﹤0.01%
760
+740
4229
$393K ﹤0.01%
8,937
+1,258
4230
$392K ﹤0.01%
83,615
+79,112
4231
$391K ﹤0.01%
21,037
+18,959
4232
$390K ﹤0.01%
27,973
+9,580
4233
$390K ﹤0.01%
47,246
-42,702
4234
$389K ﹤0.01%
2,717
-4,842
4235
$389K ﹤0.01%
124,391
+20,419
4236
$389K ﹤0.01%
14,855
-39,635
4237
$388K ﹤0.01%
4,141
-1,295
4238
$388K ﹤0.01%
37,938
+31,337
4239
$386K ﹤0.01%
31,597
+21,815
4240
$385K ﹤0.01%
28,122
-22,730
4241
$384K ﹤0.01%
14,755
+6,715
4242
$384K ﹤0.01%
130,872
-74,211
4243
$382K ﹤0.01%
+33,237
4244
$381K ﹤0.01%
16,774
+8,474
4245
$381K ﹤0.01%
49,009
-19,342
4246
$380K ﹤0.01%
29,139
-3,507
4247
$379K ﹤0.01%
74,350
+67,457
4248
$379K ﹤0.01%
13,697
-13,538
4249
$378K ﹤0.01%
31,523
-89,073
4250
$378K ﹤0.01%
41,404
-5,908