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
4801
$124K ﹤0.01%
3,906
-1,296
4802
$124K ﹤0.01%
9,456
+1,120
4803
$123K ﹤0.01%
+4,153
4804
$123K ﹤0.01%
8,681
4805
$123K ﹤0.01%
6,300
4806
$123K ﹤0.01%
17,007
4807
$123K ﹤0.01%
322,453
4808
$123K ﹤0.01%
+2,359
4809
$122K ﹤0.01%
12,831
+5,451
4810
$122K ﹤0.01%
2,500
4811
$122K ﹤0.01%
17,798
-13,861
4812
$122K ﹤0.01%
4,304
+160
4813
$121K ﹤0.01%
2,971
-10,795
4814
$121K ﹤0.01%
16,748
+2,285
4815
$121K ﹤0.01%
8,009
+6,059
4816
$121K ﹤0.01%
9,968
+2,741
4817
$121K ﹤0.01%
3,885
-636
4818
$121K ﹤0.01%
6,428
+176
4819
$121K ﹤0.01%
9,913
+1,700
4820
$120K ﹤0.01%
5,091
+4,808
4821
$120K ﹤0.01%
14,152
-1,864
4822
$120K ﹤0.01%
54,557
+24,943
4823
$120K ﹤0.01%
25,458
-1,960
4824
$120K ﹤0.01%
11,947
+515
4825
$119K ﹤0.01%
92,471
+258