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
4951
$88K ﹤0.01%
543
+133
4952
$88K ﹤0.01%
1,988
+984
4953
$88K ﹤0.01%
1,388
-33
4954
$88K ﹤0.01%
3,037
-1,375
4955
$88K ﹤0.01%
4,279
+1,256
4956
$87K ﹤0.01%
4,376
-934
4957
$87K ﹤0.01%
33,481
+7,476
4958
$87K ﹤0.01%
2,839
+2,239
4959
$87K ﹤0.01%
2,455
-192
4960
0
4961
$86K ﹤0.01%
4,300
-60,480
4962
$86K ﹤0.01%
7,250
+2,152
4963
$86K ﹤0.01%
8,039
-81
4964
$86K ﹤0.01%
12,073
+1,915
4965
$86K ﹤0.01%
4,661
+2,381
4966
$86K ﹤0.01%
3,189
+1,325
4967
$85K ﹤0.01%
3,068
-54,055
4968
$85K ﹤0.01%
1,616
+1,416
4969
$85K ﹤0.01%
2,740
+785
4970
$85K ﹤0.01%
3,600
+3,559
4971
$85K ﹤0.01%
4,485
-2,163
4972
$85K ﹤0.01%
14,127
-4,970
4973
$85K ﹤0.01%
18,798
-2,306
4974
$85K ﹤0.01%
1,007
+193
4975
$84K ﹤0.01%
1,727
-992