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
5451
$24K ﹤0.01%
7,300
5452
$24K ﹤0.01%
1,000
5453
$24K ﹤0.01%
230
-34
5454
$23K ﹤0.01%
1,909
+1,718
5455
$23K ﹤0.01%
1,232
-156
5456
$23K ﹤0.01%
26,000
5457
$23K ﹤0.01%
+1,307
5458
$23K ﹤0.01%
856
-499
5459
$23K ﹤0.01%
+4,979
5460
$23K ﹤0.01%
1,050
-330
5461
$23K ﹤0.01%
5,442
5462
$23K ﹤0.01%
+2,643
5463
$23K ﹤0.01%
2,712
-1,603
5464
$23K ﹤0.01%
566
-119
5465
$23K ﹤0.01%
903
-681
5466
$23K ﹤0.01%
1,461
+305
5467
$23K ﹤0.01%
3,158
+1,958
5468
$23K ﹤0.01%
3,595
-2,439
5469
$23K ﹤0.01%
2,500
5470
$23K ﹤0.01%
551
+44
5471
$23K ﹤0.01%
3,150
+2,655
5472
$22K ﹤0.01%
8,200
5473
$22K ﹤0.01%
1,612
+2
5474
$22K ﹤0.01%
5
-8
5475
$22K ﹤0.01%
+30,000