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
4626
$177K ﹤0.01%
7,519
+2,635
4627
$177K ﹤0.01%
4,067
+3,621
4628
$177K ﹤0.01%
8,476
+4,212
4629
$176K ﹤0.01%
12,162
-105
4630
$176K ﹤0.01%
6,878
-5,118
4631
$176K ﹤0.01%
4,678
+1,521
4632
$176K ﹤0.01%
6,844
-618
4633
$175K ﹤0.01%
4,706
+2,676
4634
$175K ﹤0.01%
21,768
-739
4635
$175K ﹤0.01%
6,532
-1,085
4636
$174K ﹤0.01%
3,855
-421
4637
$174K ﹤0.01%
6,109
-8,184
4638
$174K ﹤0.01%
45,096
-3,079
4639
$173K ﹤0.01%
14,302
-31,883
4640
$173K ﹤0.01%
21,041
-31,350
4641
$172K ﹤0.01%
5,453
-1,106
4642
$172K ﹤0.01%
833
+202
4643
$172K ﹤0.01%
4,776
-335
4644
$172K ﹤0.01%
3,963
+1,645
4645
$171K ﹤0.01%
4,863
+3,033
4646
$171K ﹤0.01%
3,846
-301
4647
$170K ﹤0.01%
12,670
-300
4648
$170K ﹤0.01%
4,384
+2,167
4649
$169K ﹤0.01%
3,645
4650
$169K ﹤0.01%
5,035
-1,140