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
2701
$7.71M ﹤0.01%
198,498
+179,952
2702
$7.7M ﹤0.01%
163,041
+18,071
2703
$7.69M ﹤0.01%
163,559
-131,879
2704
$7.65M ﹤0.01%
141,248
+26,658
2705
$7.64M ﹤0.01%
317,647
+134,489
2706
$7.64M ﹤0.01%
357,811
+4,592
2707
$7.62M ﹤0.01%
406,362
+32,903
2708
$7.62M ﹤0.01%
1,152,316
+100,817
2709
$7.62M ﹤0.01%
212,736
+2,604
2710
$7.6M ﹤0.01%
378,653
+42,288
2711
$7.58M ﹤0.01%
160,380
+41,788
2712
$7.57M ﹤0.01%
142,637
+766
2713
$7.55M ﹤0.01%
608,207
+361,904
2714
$7.54M ﹤0.01%
133,698
-16,097
2715
$7.53M ﹤0.01%
+107,262
2716
$7.53M ﹤0.01%
1,401,382
+114,843
2717
$7.52M ﹤0.01%
324,506
+281,883
2718
$7.52M ﹤0.01%
84,040
-32,655
2719
$7.51M ﹤0.01%
181,304
+17,379
2720
$7.5M ﹤0.01%
475,956
-242,687
2721
$7.5M ﹤0.01%
1,040,213
+12,292
2722
$7.5M ﹤0.01%
123,439
-1,970
2723
$7.49M ﹤0.01%
184,893
+1,663
2724
$7.48M ﹤0.01%
1,133,799
-261,744
2725
$7.48M ﹤0.01%
1,744,946
+504,924