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
4751
$136K ﹤0.01%
4,970
+154
4752
$136K ﹤0.01%
15,222
+5,893
4753
$135K ﹤0.01%
6,312
+1,624
4754
$135K ﹤0.01%
9,608
4755
$135K ﹤0.01%
12,354
-13,946
4756
$135K ﹤0.01%
3,654
+254
4757
$135K ﹤0.01%
1,970
-150
4758
$135K ﹤0.01%
+11,132
4759
$135K ﹤0.01%
3,149
+1,605
4760
$134K ﹤0.01%
10,297
+5,181
4761
$133K ﹤0.01%
5,723
+2,797
4762
$133K ﹤0.01%
7,105
+3,359
4763
$133K ﹤0.01%
43,444
+39,270
4764
$132K ﹤0.01%
+6,964
4765
$132K ﹤0.01%
6,703
+985
4766
$132K ﹤0.01%
6,208
+2,743
4767
$132K ﹤0.01%
10,868
+9,743
4768
$132K ﹤0.01%
9,721
4769
$131K ﹤0.01%
14,621
-2,799
4770
$130K ﹤0.01%
27,428
-2,250
4771
$130K ﹤0.01%
30,501
-386,739
4772
$130K ﹤0.01%
18,287
+2,000
4773
$129K ﹤0.01%
5,168
-674
4774
$129K ﹤0.01%
13,167
+6,015
4775
$129K ﹤0.01%
6,336
+1,958