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
5051
$73K ﹤0.01%
6,778
-2,035
5052
$72K ﹤0.01%
2,356
-497
5053
$72K ﹤0.01%
3,437
+1,497
5054
$72K ﹤0.01%
181
-183
5055
$72K ﹤0.01%
5,774
+1,000
5056
$71K ﹤0.01%
2,040
+172
5057
$71K ﹤0.01%
1,798
+200
5058
$71K ﹤0.01%
+16,276
5059
$71K ﹤0.01%
4,258
-3,416
5060
$71K ﹤0.01%
17,555
-86,468
5061
$70K ﹤0.01%
6,250
-106,568
5062
$70K ﹤0.01%
2,552
+426
5063
$70K ﹤0.01%
6,381
+2,240
5064
$70K ﹤0.01%
3,252
+1,757
5065
$70K ﹤0.01%
+7,000
5066
$70K ﹤0.01%
3,250
-8,331
5067
$69K ﹤0.01%
13,908
+4,379
5068
$69K ﹤0.01%
2,831
-6,319
5069
$69K ﹤0.01%
5,250
+2,250
5070
$68K ﹤0.01%
9,500
5071
$68K ﹤0.01%
6,427
-9,874
5072
$68K ﹤0.01%
2,500
-803
5073
$67K ﹤0.01%
+1,114
5074
$67K ﹤0.01%
1,655
5075
$66K ﹤0.01%
5,871
-6,784