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
4526
$222K ﹤0.01%
19,248
4527
$221K ﹤0.01%
3,630
-41
4528
$221K ﹤0.01%
2,292
-248
4529
$220K ﹤0.01%
48,196
+16,986
4530
$219K ﹤0.01%
20,789
+9,438
4531
$219K ﹤0.01%
10,000
4532
$218K ﹤0.01%
1,682
-2,116
4533
$217K ﹤0.01%
67,992
-4,988
4534
$217K ﹤0.01%
12,877
-41,186
4535
$216K ﹤0.01%
12,768
-3,484
4536
$216K ﹤0.01%
3,079
-29
4537
$215K ﹤0.01%
12,798
-10,194
4538
$214K ﹤0.01%
6,575
+2,175
4539
$214K ﹤0.01%
7,342
+702
4540
$213K ﹤0.01%
25,965
+16,978
4541
$213K ﹤0.01%
16,549
-237
4542
$213K ﹤0.01%
18,400
+5,120
4543
$212K ﹤0.01%
11,386
+105
4544
$212K ﹤0.01%
14,930
-25,814
4545
$212K ﹤0.01%
7,021
+110
4546
$212K ﹤0.01%
13,591
+7,923
4547
$210K ﹤0.01%
15,105
-4,712
4548
$210K ﹤0.01%
28,481
+25,130
4549
$210K ﹤0.01%
19,987
+6,883
4550
$210K ﹤0.01%
30,223
-67,597