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
4451
$255K ﹤0.01%
20,308
+308
4452
$254K ﹤0.01%
6,717
-3,371
4453
$254K ﹤0.01%
15,692
+8,125
4454
$253K ﹤0.01%
29,571
-14,394
4455
$250K ﹤0.01%
+9,723
4456
$249K ﹤0.01%
6,294
+1,276
4457
$249K ﹤0.01%
5,000
4458
$249K ﹤0.01%
8,728
+4,635
4459
$247K ﹤0.01%
359
-122
4460
$247K ﹤0.01%
8,762
-864
4461
$247K ﹤0.01%
1,804
-1,024
4462
$247K ﹤0.01%
28,412
+4,363
4463
$247K ﹤0.01%
2,946
-7,203
4464
$246K ﹤0.01%
28,550
-1,006
4465
$246K ﹤0.01%
17,108
+1,264
4466
$246K ﹤0.01%
7,523
-2,612
4467
-729,189
4468
$245K ﹤0.01%
12,928
-1,280
4469
$244K ﹤0.01%
17,468
+9,620
4470
$244K ﹤0.01%
8,517
+1,832
4471
$244K ﹤0.01%
79,758
4472
$243K ﹤0.01%
4,332
-33,525
4473
$242K ﹤0.01%
29,205
+527
4474
$242K ﹤0.01%
20,898
-500
4475
$242K ﹤0.01%
48,970
-8,591