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
4401
$281K ﹤0.01%
16,306
+5,606
4402
$278K ﹤0.01%
5,640
-236
4403
$278K ﹤0.01%
18,696
+6,957
4404
$277K ﹤0.01%
72,359
-138,822
4405
$276K ﹤0.01%
137,771
-6,505
4406
$275K ﹤0.01%
11,597
-7,047
4407
$275K ﹤0.01%
6,495
-5,573
4408
$275K ﹤0.01%
28,037
+2,469
4409
$274K ﹤0.01%
17,059
-449
4410
$274K ﹤0.01%
8,774
-8,148
4411
$272K ﹤0.01%
+10,441
4412
$272K ﹤0.01%
4,502
-226
4413
$271K ﹤0.01%
23,165
-4,814
4414
$271K ﹤0.01%
9,735
+5,097
4415
$271K ﹤0.01%
23,009
-13,405
4416
$269K ﹤0.01%
10,180
+7,738
4417
$269K ﹤0.01%
15,000
+5,000
4418
$268K ﹤0.01%
5,048
4419
$268K ﹤0.01%
7,731
+7,605
4420
$268K ﹤0.01%
16,857
+1,763
4421
$268K ﹤0.01%
9,337
-891
4422
$268K ﹤0.01%
23,189
+5,583
4423
$267K ﹤0.01%
10,276
-5,013
4424
$266K ﹤0.01%
126,971
+30,118
4425
$266K ﹤0.01%
7,174
-593