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
5326
$34K ﹤0.01%
4,288
+793
5327
$34K ﹤0.01%
1,200
-29
5328
$34K ﹤0.01%
1,033
-1
5329
$34K ﹤0.01%
6,046
+2,679
5330
$34K ﹤0.01%
2,151
-410
5331
$34K ﹤0.01%
1,554
+1,112
5332
$34K ﹤0.01%
249
5333
$34K ﹤0.01%
1,595
+32
5334
$34K ﹤0.01%
2,347
-608
5335
$34K ﹤0.01%
1,605
-78
5336
$34K ﹤0.01%
8,487
-16,513
5337
$33K ﹤0.01%
1,145
+104
5338
$33K ﹤0.01%
825
5339
$33K ﹤0.01%
3,439
+900
5340
$33K ﹤0.01%
2,957
+199
5341
$33K ﹤0.01%
1,890
+400
5342
$33K ﹤0.01%
2,835
-2,000
5343
$33K ﹤0.01%
+235
5344
0
5345
$33K ﹤0.01%
+2,876
5346
$33K ﹤0.01%
134
-38
5347
$33K ﹤0.01%
7,831
-1,921
5348
$33K ﹤0.01%
2,203
-616
5349
$32K ﹤0.01%
6,428
+6,407
5350
$32K ﹤0.01%
1,556
+1,502