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
5076
$66K ﹤0.01%
2,925
+165
5077
$66K ﹤0.01%
7,994
+5,160
5078
$66K ﹤0.01%
5,196
-1,332
5079
$66K ﹤0.01%
1,210
-515
5080
$66K ﹤0.01%
13,575
-187
5081
$66K ﹤0.01%
4,879
-800
5082
$65K ﹤0.01%
2,859
-1,354
5083
$65K ﹤0.01%
1,645
+116
5084
$65K ﹤0.01%
1,800
5085
$65K ﹤0.01%
4,800
5086
$65K ﹤0.01%
4,792
-43
5087
$65K ﹤0.01%
5,929
+3,820
5088
$65K ﹤0.01%
7,350
-203
5089
$64K ﹤0.01%
+2,409
5090
$64K ﹤0.01%
12,129
+10,052
5091
$64K ﹤0.01%
3,156
-452
5092
$64K ﹤0.01%
1,239
+522
5093
$64K ﹤0.01%
90,835
-28,909
5094
$63K ﹤0.01%
18,096
+9,937
5095
$63K ﹤0.01%
3,701
5096
$63K ﹤0.01%
16,081
-22,428
5097
$63K ﹤0.01%
+4,417
5098
$63K ﹤0.01%
7,401
+11
5099
$63K ﹤0.01%
3,497
+572
5100
$63K ﹤0.01%
1,777
-6,724