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
4276
$357K ﹤0.01%
13,554
+467
4277
$357K ﹤0.01%
266,260
-9,410
4278
$356K ﹤0.01%
27,067
-28,891
4279
$356K ﹤0.01%
10,200
+5,980
4280
$355K ﹤0.01%
31,522
-2,913
4281
$354K ﹤0.01%
50,086
+2,648
4282
$353K ﹤0.01%
19,032
+4,386
4283
$353K ﹤0.01%
23,963
-2,183
4284
$353K ﹤0.01%
+14,464
4285
$351K ﹤0.01%
95,025
+1,276
4286
$350K ﹤0.01%
+42,455
4287
$350K ﹤0.01%
11,560
-5,950
4288
$349K ﹤0.01%
23,684
-5,163
4289
$348K ﹤0.01%
16,023
+8,279
4290
$348K ﹤0.01%
27,972
-2,174
4291
$347K ﹤0.01%
16,663
+1,259
4292
$347K ﹤0.01%
16,166
-1,022
4293
$342K ﹤0.01%
13,018
-2,168
4294
$341K ﹤0.01%
20,290
+11,959
4295
$341K ﹤0.01%
18,867
-448
4296
$340K ﹤0.01%
7,435
-2,594
4297
$339K ﹤0.01%
3,667
+991
4298
$339K ﹤0.01%
13,283
+3,486
4299
$339K ﹤0.01%
26,641
-82,670
4300
$339K ﹤0.01%
+12,902