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
4901
$102K ﹤0.01%
4,337
+2,175
4902
$102K ﹤0.01%
12,459
-12,289
4903
$101K ﹤0.01%
10,400
+4,387
4904
$101K ﹤0.01%
1,205
+483
4905
$101K ﹤0.01%
15,816
+5,816
4906
$101K ﹤0.01%
15,448
+1,924
4907
$100K ﹤0.01%
4,501
+2,422
4908
$99K ﹤0.01%
5,555
-18,266
4909
$99K ﹤0.01%
7,741
+5,951
4910
$99K ﹤0.01%
3,764
-226
4911
$99K ﹤0.01%
27,242
+19,180
4912
$99K ﹤0.01%
6,903
-698
4913
$98K ﹤0.01%
4,307
+516
4914
$98K ﹤0.01%
3,729
+2,452
4915
$98K ﹤0.01%
36,643
+10,984
4916
$97K ﹤0.01%
663
+17
4917
$97K ﹤0.01%
4,802
+4,284
4918
$96K ﹤0.01%
2,650
4919
$96K ﹤0.01%
2,345
-988
4920
$96K ﹤0.01%
9,436
+198
4921
$96K ﹤0.01%
3,010
-16,959
4922
$96K ﹤0.01%
8,777
+1,854
4923
$96K ﹤0.01%
2,896
+308
4924
$95K ﹤0.01%
2,178
+1,305
4925
$95K ﹤0.01%
5,228
+250