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
4576
$196K ﹤0.01%
19,355
+579
4577
$195K ﹤0.01%
8,438
+5,843
4578
$195K ﹤0.01%
3,996
-268
4579
$195K ﹤0.01%
6,422
+3,442
4580
$195K ﹤0.01%
22,600
-1,560
4581
$194K ﹤0.01%
11,063
+3,637
4582
$194K ﹤0.01%
4,767
-45
4583
$194K ﹤0.01%
5,293
+2,833
4584
$194K ﹤0.01%
17,042
-41,833
4585
$193K ﹤0.01%
8,042
-71,151
4586
$193K ﹤0.01%
18,158
+12,104
4587
$192K ﹤0.01%
6,269
+1,282
4588
$191K ﹤0.01%
4,081
-450
4589
$191K ﹤0.01%
+349
4590
$190K ﹤0.01%
14,727
-12,652
4591
$190K ﹤0.01%
20,968
+177
4592
$190K ﹤0.01%
14,160
+3,343
4593
$189K ﹤0.01%
60,556
+16,280
4594
$189K ﹤0.01%
65,249
-69,581
4595
$188K ﹤0.01%
7,069
-2,001
4596
$188K ﹤0.01%
8,189
-5,131
4597
$188K ﹤0.01%
+5,900
4598
$188K ﹤0.01%
3,842
-683
4599
$187K ﹤0.01%
25,490
+13,255
4600
$187K ﹤0.01%
10,933
-6,764