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
5501
$20K ﹤0.01%
+10,102
5502
$20K ﹤0.01%
650
5503
$20K ﹤0.01%
1,094
-40,218
5504
$19K ﹤0.01%
5,548
-1,000
5505
$19K ﹤0.01%
1,000
5506
$19K ﹤0.01%
7,295
+2,861
5507
$19K ﹤0.01%
648
+377
5508
$19K ﹤0.01%
+846
5509
$19K ﹤0.01%
2,661
+286
5510
$19K ﹤0.01%
3,249
-6,579
5511
$19K ﹤0.01%
1,083
-50
5512
$19K ﹤0.01%
434
-288
5513
$19K ﹤0.01%
29
+23
5514
$19K ﹤0.01%
202
-989
5515
$19K ﹤0.01%
1,178
-860
5516
$19K ﹤0.01%
1,070
+133
5517
-198,005
5518
$19K ﹤0.01%
+8,360
5519
$19K ﹤0.01%
14
+5
5520
$19K ﹤0.01%
505
-323
5521
$18K ﹤0.01%
69
5522
$18K ﹤0.01%
1,147
-242
5523
$18K ﹤0.01%
71
5524
$18K ﹤0.01%
330
5525
$18K ﹤0.01%
2,381
+2,181