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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$4.18B
2 +$2.55B
3 +$1.57B
4
VTV icon
Vanguard Value ETF
VTV
+$1.41B
5
GS icon
Goldman Sachs
GS
+$1.26B

Top Sells

1 +$1.42B
2 +$1.05B
3 +$914M
4
UNH icon
UnitedHealth
UNH
+$822M
5
NVDA icon
NVIDIA
NVDA
+$761M

Sector Composition

1 Technology 14.91%
2 Financials 8.1%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$10.5M ﹤0.01%
158,795
-39,447
2477
$10.4M ﹤0.01%
413,580
+264,131
2478
$10.4M ﹤0.01%
1,416,874
+854,352
2479
$10.4M ﹤0.01%
183,111
+121,258
2480
$10.4M ﹤0.01%
119,145
-2,081
2481
$10.4M ﹤0.01%
89,209
-19,586
2482
$10.3M ﹤0.01%
260,349
-5,193
2483
$10.3M ﹤0.01%
40,903
+17,803
2484
$10.3M ﹤0.01%
187,552
+128,743
2485
$10.3M ﹤0.01%
585,882
+312,076
2486
$10.3M ﹤0.01%
529,718
+30,291
2487
$10.3M ﹤0.01%
157,524
-61,868
2488
$10.3M ﹤0.01%
220,946
+6,927
2489
$10.3M ﹤0.01%
480,622
-270,719
2490
$10.2M ﹤0.01%
137,780
+15,312
2491
$10.2M ﹤0.01%
588,298
-8,201
2492
$10.2M ﹤0.01%
1,846,682
+285,198
2493
$10.2M ﹤0.01%
218,895
+63,783
2494
$10.2M ﹤0.01%
340,829
-45,403
2495
$10.2M ﹤0.01%
508,487
+301,369
2496
$10.1M ﹤0.01%
268,690
+32,610
2497
$10.1M ﹤0.01%
183,685
+3,668
2498
$10.1M ﹤0.01%
269,066
+3,560
2499
$10.1M ﹤0.01%
283,687
+46,818
2500
$10.1M ﹤0.01%
466,134
-4,483