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
5801
$7K ﹤0.01%
898
-713
5802
$7K ﹤0.01%
546
-71
5803
$7K ﹤0.01%
500
5804
$7K ﹤0.01%
3,203
-3,966
5805
$7K ﹤0.01%
2,000
5806
$7K ﹤0.01%
1,100
+1,000
5807
$7K ﹤0.01%
186
-129
5808
$7K ﹤0.01%
+414
5809
$7K ﹤0.01%
+484
5810
$7K ﹤0.01%
6,870
+6,850
5811
$7K ﹤0.01%
2,944
+2,942
5812
$7K ﹤0.01%
1,089
-442
5813
$7K ﹤0.01%
3,338
5814
$7K ﹤0.01%
17,009
-178
5815
$6K ﹤0.01%
765
-577
5816
$6K ﹤0.01%
6,600
5817
$6K ﹤0.01%
198
+196
5818
$6K ﹤0.01%
4,106
-914
5819
$6K ﹤0.01%
+179
5820
$6K ﹤0.01%
1,208
-7,892
5821
$6K ﹤0.01%
9
-95
5822
-153,059
5823
$6K ﹤0.01%
2,578
5824
$6K ﹤0.01%
2,697
-13,654
5825
$6K ﹤0.01%
1,376
+1