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
5276
$40K ﹤0.01%
2,522
+414
5277
$40K ﹤0.01%
+4,485
5278
$40K ﹤0.01%
3,972
-3,136
5279
$40K ﹤0.01%
31,259
-900
5280
$40K ﹤0.01%
16,500
5281
$39K ﹤0.01%
8,260
+1,010
5282
$39K ﹤0.01%
3,500
5283
$39K ﹤0.01%
10
5284
$39K ﹤0.01%
+1,542
5285
$39K ﹤0.01%
3,892
+724
5286
$39K ﹤0.01%
+2,266
5287
$39K ﹤0.01%
5,475
5288
$39K ﹤0.01%
682
+82
5289
$39K ﹤0.01%
+1,047
5290
$39K ﹤0.01%
4,068
-9,939
5291
$38K ﹤0.01%
222
+2
5292
$38K ﹤0.01%
18,566
5293
$38K ﹤0.01%
3,856
-2,780
5294
$38K ﹤0.01%
4,289
-618
5295
$38K ﹤0.01%
+13,510
5296
$38K ﹤0.01%
2,539
-735
5297
$38K ﹤0.01%
7,084
+429
5298
$38K ﹤0.01%
2,914
+2,558
5299
$37K ﹤0.01%
2,022
-193
5300
$37K ﹤0.01%
737
-203