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
2626
$8.5M ﹤0.01%
46,626
-2,754
2627
$8.47M ﹤0.01%
634,321
+8,801
2628
$8.46M ﹤0.01%
247,354
-1,663
2629
$8.45M ﹤0.01%
321,672
-232,830
2630
$8.44M ﹤0.01%
316,321
+299,437
2631
$8.43M ﹤0.01%
850,529
+759,511
2632
$8.42M ﹤0.01%
127,213
-18,721
2633
$8.41M ﹤0.01%
204,601
+27,785
2634
$8.4M ﹤0.01%
714,961
-5,563
2635
$8.39M ﹤0.01%
395,595
-56,432
2636
$8.38M ﹤0.01%
81,084
-4,221
2637
$8.38M ﹤0.01%
243,203
-557,147
2638
$8.37M ﹤0.01%
250,188
+124,771
2639
$8.37M ﹤0.01%
141,131
+125,198
2640
$8.36M ﹤0.01%
50,288
-59,873
2641
$8.36M ﹤0.01%
788,085
-251,706
2642
$8.34M ﹤0.01%
229,492
-9,331
2643
$8.33M ﹤0.01%
475,733
+189,285
2644
$8.33M ﹤0.01%
704,608
+45,927
2645
$8.31M ﹤0.01%
386,698
+21,147
2646
$8.31M ﹤0.01%
1,323,828
-3,343,808
2647
$8.31M ﹤0.01%
120,490
+1,058
2648
$8.3M ﹤0.01%
478,623
+365,039
2649
$8.3M ﹤0.01%
913,007
+705,494
2650
$8.29M ﹤0.01%
1,123,079
+111,792