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
5351
$32K ﹤0.01%
1,894
-572
5352
$32K ﹤0.01%
2,779
+1,651
5353
$32K ﹤0.01%
1,525
+35
5354
$32K ﹤0.01%
1,285
+68
5355
$32K ﹤0.01%
721
-294
5356
$31K ﹤0.01%
4,088
-1,335
5357
$31K ﹤0.01%
4,515
-27,018
5358
$31K ﹤0.01%
1,199
+160
5359
$31K ﹤0.01%
16,790
+9,849
5360
$31K ﹤0.01%
+2,200
5361
$31K ﹤0.01%
677
+191
5362
$31K ﹤0.01%
7,759
-83,781
5363
$31K ﹤0.01%
3,792
-218,195
5364
$31K ﹤0.01%
+1,253
5365
$31K ﹤0.01%
48,001
-37,244
5366
$30K ﹤0.01%
1,689
-458
5367
$30K ﹤0.01%
1,484
+1,200
5368
$30K ﹤0.01%
41
5369
$30K ﹤0.01%
12,655
5370
$30K ﹤0.01%
13,000
5371
$30K ﹤0.01%
716
+66
5372
$30K ﹤0.01%
+1,144
5373
$30K ﹤0.01%
3,046
+187
5374
$30K ﹤0.01%
12,400
5375
$30K ﹤0.01%
4,750
+840