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
5126
$59K ﹤0.01%
3,363
-42
5127
$59K ﹤0.01%
130
+64
5128
$59K ﹤0.01%
+3,353
5129
$59K ﹤0.01%
5,816
+4,926
5130
$59K ﹤0.01%
28,330
+8,969
5131
$58K ﹤0.01%
2,000
5132
$58K ﹤0.01%
5,153
-780
5133
$58K ﹤0.01%
1,919
+1,812
5134
$58K ﹤0.01%
7,046
+118
5135
$58K ﹤0.01%
2,103
+194
5136
$58K ﹤0.01%
3,973
+814
5137
$58K ﹤0.01%
395
-426
5138
$58K ﹤0.01%
9,110
+1,643
5139
$58K ﹤0.01%
+6,410
5140
$57K ﹤0.01%
2,398
-2,952
5141
$57K ﹤0.01%
7,612
-3,685
5142
$57K ﹤0.01%
1,756
+110
5143
-337,462
5144
$57K ﹤0.01%
2,205
-250,791
5145
$56K ﹤0.01%
2,000
5146
$56K ﹤0.01%
4,163
+351
5147
$56K ﹤0.01%
23,577
-16,973
5148
$56K ﹤0.01%
83
5149
$56K ﹤0.01%
3,380
+304
5150
$56K ﹤0.01%
20,294
+294