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
5151
$56K ﹤0.01%
7,895
+1,947
5152
$56K ﹤0.01%
8,253
+2,621
5153
$56K ﹤0.01%
3,605
-1,395
5154
$56K ﹤0.01%
2,273
-2,888
5155
$55K ﹤0.01%
+1,583
5156
$55K ﹤0.01%
2,160
-421
5157
$55K ﹤0.01%
20,754
+1,667
5158
$55K ﹤0.01%
2,908
-555
5159
$55K ﹤0.01%
729
-106
5160
$55K ﹤0.01%
6,470
+2,424
5161
$54K ﹤0.01%
2,405
+11
5162
$54K ﹤0.01%
1,673
5163
$54K ﹤0.01%
2,827
+328
5164
$54K ﹤0.01%
1,657
-319
5165
$54K ﹤0.01%
743
+28
5166
$53K ﹤0.01%
1,153
-7,546
5167
$53K ﹤0.01%
8,266
+1,332
5168
$53K ﹤0.01%
6,451
-21,780
5169
$53K ﹤0.01%
5,086
+1,952
5170
$53K ﹤0.01%
+7,500
5171
$53K ﹤0.01%
3,128
-1,005
5172
$53K ﹤0.01%
3,931
+1,002
5173
$53K ﹤0.01%
6,544
5174
$53K ﹤0.01%
5,150
+3,705
5175
$53K ﹤0.01%
4,500
-11,985