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
4376
$302K ﹤0.01%
13,739
+8,890
4377
$301K ﹤0.01%
4,287
-2,048
4378
$297K ﹤0.01%
666
-43
4379
$297K ﹤0.01%
3,454
-64
4380
$296K ﹤0.01%
5,904
-4,985
4381
$296K ﹤0.01%
44,289
+18,093
4382
$296K ﹤0.01%
21,278
-9,506
4383
$295K ﹤0.01%
4,510
-5,709
4384
$295K ﹤0.01%
40,680
-26,015
4385
$295K ﹤0.01%
12,517
-4,344
4386
$294K ﹤0.01%
13,463
+1,513
4387
$294K ﹤0.01%
4,190
+3,990
4388
$293K ﹤0.01%
+12,955
4389
$291K ﹤0.01%
16,141
+16,140
4390
$290K ﹤0.01%
12,723
-292
4391
$287K ﹤0.01%
14,001
+7,003
4392
$285K ﹤0.01%
46,287
+2,858
4393
$284K ﹤0.01%
15,482
+199
4394
$284K ﹤0.01%
3,416
+1,865
4395
$282K ﹤0.01%
6,554
-6,776
4396
$282K ﹤0.01%
65,064
+9,861
4397
$282K ﹤0.01%
31,141
-1,181
4398
$282K ﹤0.01%
2,348
-111
4399
$281K ﹤0.01%
9,429
+1,873
4400
$281K ﹤0.01%
67