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
4351
$313K ﹤0.01%
27,199
-319
4352
$313K ﹤0.01%
12,840
-90,859
4353
$311K ﹤0.01%
12,521
+1,074
4354
$310K ﹤0.01%
39,111
+10,316
4355
$310K ﹤0.01%
43,050
-1,398
4356
$310K ﹤0.01%
11,573
-166,007
4357
$309K ﹤0.01%
28,124
+2,279
4358
$308K ﹤0.01%
4,669
-56,311
4359
$308K ﹤0.01%
17,115
+673
4360
$308K ﹤0.01%
22,240
-54,374
4361
$307K ﹤0.01%
55,158
-6,006
4362
$305K ﹤0.01%
10,073
+1,164
4363
$305K ﹤0.01%
2,894
-3,223
4364
$304K ﹤0.01%
49,744
+4,480
4365
$304K ﹤0.01%
13,446
+2,179
4366
$304K ﹤0.01%
+10,325
4367
$304K ﹤0.01%
6,438
-377
4368
$303K ﹤0.01%
10,854
+5,800
4369
$303K ﹤0.01%
5,883
+1,638
4370
$303K ﹤0.01%
9,357
+1,233
4371
$303K ﹤0.01%
9,670
-1,800
4372
$303K ﹤0.01%
13,015
-4,095
4373
$303K ﹤0.01%
6,976
+2,149
4374
$303K ﹤0.01%
11,651
-9,100
4375
$302K ﹤0.01%
6,691
+5,746