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
4426
$265K ﹤0.01%
4,980
-4,251
4427
$265K ﹤0.01%
15,794
-86,984
4428
$265K ﹤0.01%
8,696
-1,605
4429
$265K ﹤0.01%
9,285
+4,443
4430
$263K ﹤0.01%
9,814
+9
4431
$263K ﹤0.01%
20,228
+12,560
4432
$262K ﹤0.01%
7,189
+3,754
4433
$261K ﹤0.01%
15,047
+1,452
4434
$261K ﹤0.01%
30,328
+6,184
4435
$261K ﹤0.01%
17,980
-18,052
4436
$259K ﹤0.01%
54,271
-4,671
4437
$259K ﹤0.01%
4,915
-186
4438
$258K ﹤0.01%
21,533
-2,855
4439
$258K ﹤0.01%
11,293
-687
4440
$258K ﹤0.01%
1,741
-8,595
4441
$258K ﹤0.01%
10,823
+4,870
4442
$257K ﹤0.01%
20,969
-136,183
4443
$256K ﹤0.01%
7,820
-1,023
4444
$256K ﹤0.01%
11,354
-1,126
4445
$256K ﹤0.01%
2,337
-10,295
4446
$255K ﹤0.01%
4,636
+2,191
4447
$255K ﹤0.01%
6,143
+3,367
4448
$255K ﹤0.01%
29,348
+20,942
4449
$255K ﹤0.01%
11,330
+62
4450
$255K ﹤0.01%
85,524
-23,870