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
4851
$113K ﹤0.01%
3,966
+101
4852
$112K ﹤0.01%
10,619
-3,294
4853
$111K ﹤0.01%
+1,905
4854
$111K ﹤0.01%
29,543
4855
$111K ﹤0.01%
2,988
4856
$110K ﹤0.01%
3,100
+1,822
4857
$110K ﹤0.01%
2,925
+553
4858
$110K ﹤0.01%
551
+244
4859
$110K ﹤0.01%
4,102
+1,120
4860
$110K ﹤0.01%
3,009
+963
4861
$110K ﹤0.01%
3,787
+2,686
4862
$110K ﹤0.01%
+3,578
4863
$110K ﹤0.01%
12,580
+2,841
4864
$109K ﹤0.01%
8,297
+6,200
4865
$108K ﹤0.01%
21,487
+14,173
4866
$108K ﹤0.01%
1,472
+1,026
4867
$108K ﹤0.01%
3,735
+3,135
4868
$107K ﹤0.01%
12,966
+2,460
4869
$107K ﹤0.01%
3,842
-3,440
4870
$107K ﹤0.01%
3,118
+2,285
4871
$107K ﹤0.01%
14,745
-5,963
4872
$107K ﹤0.01%
9,184
-94,456
4873
$106K ﹤0.01%
10,972
-101,496
4874
$106K ﹤0.01%
3,594
+2,436
4875
$106K ﹤0.01%
62,410
+44,690