Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
5926
$3K ﹤0.01%
+500
5927
$3K ﹤0.01%
61
-108
5928
$3K ﹤0.01%
1,250
5929
$3K ﹤0.01%
325
+75
5930
$3K ﹤0.01%
+132
5931
$3K ﹤0.01%
180
-3,422
5932
$3K ﹤0.01%
500
5933
$3K ﹤0.01%
206
-1,169
5934
$3K ﹤0.01%
132
+41
5935
$3K ﹤0.01%
11,000
-667
5936
$3K ﹤0.01%
30
-95
5937
$3K ﹤0.01%
+1,262
5938
$3K ﹤0.01%
100
5939
$3K ﹤0.01%
+97
5940
$3K ﹤0.01%
127
+20
5941
$3K ﹤0.01%
246
+99
5942
$3K ﹤0.01%
444
5943
$3K ﹤0.01%
2,000
5944
$3K ﹤0.01%
140
-57
5945
$3K ﹤0.01%
375
5946
$3K ﹤0.01%
+1,275
5947
$3K ﹤0.01%
+540
5948
$3K ﹤0.01%
4,000
-2,000
5949
$3K ﹤0.01%
1,102
+1,006
5950
$3K ﹤0.01%
2,000