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
4926
$95K ﹤0.01%
1,060
+484
4927
$95K ﹤0.01%
+2,083
4928
$95K ﹤0.01%
93
+65
4929
$95K ﹤0.01%
6,370
+2,328
4930
$94K ﹤0.01%
2,587
-4,049
4931
$94K ﹤0.01%
20,872
+11,323
4932
$94K ﹤0.01%
7,838
-13,308
4933
$94K ﹤0.01%
39,952
-67,845
4934
$93K ﹤0.01%
4,691
-405
4935
$92K ﹤0.01%
9,443
+372
4936
$92K ﹤0.01%
3,980
4937
$92K ﹤0.01%
4,596
-212
4938
$92K ﹤0.01%
5,497
+735
4939
$91K ﹤0.01%
6,559
+6
4940
$90K ﹤0.01%
11,134
+1,974
4941
$90K ﹤0.01%
4,000
4942
$90K ﹤0.01%
2,805
+1,183
4943
$90K ﹤0.01%
6,087
+2,447
4944
$89K ﹤0.01%
2,211
+640
4945
$89K ﹤0.01%
+3,318
4946
$89K ﹤0.01%
3,286
-56
4947
$89K ﹤0.01%
2,964
+566
4948
$89K ﹤0.01%
2,918
+449
4949
$89K ﹤0.01%
5,110
+3,634
4950
$89K ﹤0.01%
2,910
+1,300