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
4326
$327K ﹤0.01%
66,169
+3,143
4327
$326K ﹤0.01%
19,351
+14,011
4328
$326K ﹤0.01%
24,745
+2,990
4329
$326K ﹤0.01%
18,501
-19,290
4330
$324K ﹤0.01%
16,599
+3,899
4331
$324K ﹤0.01%
31,619
+11,000
4332
$324K ﹤0.01%
43,181
+22,758
4333
$323K ﹤0.01%
11,328
+10,127
4334
$320K ﹤0.01%
23,571
-37,450
4335
$319K ﹤0.01%
23,902
-2,023
4336
$319K ﹤0.01%
17,654
+1
4337
$319K ﹤0.01%
7,544
+3,226
4338
$318K ﹤0.01%
7,375
-17,436
4339
$318K ﹤0.01%
11,215
+7,632
4340
$317K ﹤0.01%
8,131
-5,675
4341
$317K ﹤0.01%
15,835
-11,031
4342
$317K ﹤0.01%
12,479
+190
4343
$316K ﹤0.01%
4,490
4344
$316K ﹤0.01%
10,021
-391
4345
$315K ﹤0.01%
7,841
+4,431
4346
$314K ﹤0.01%
7,196
-1,881
4347
$314K ﹤0.01%
43,687
+6,908
4348
$314K ﹤0.01%
6,073
+1,188
4349
$314K ﹤0.01%
12,102
+1,150
4350
$314K ﹤0.01%
10,006
+2,070