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
2726
$7.47M ﹤0.01%
231,256
+6,311
2727
$7.46M ﹤0.01%
128,730
-26,709
2728
$7.43M ﹤0.01%
322,973
+21,746
2729
$7.42M ﹤0.01%
497,814
+419,484
2730
$7.4M ﹤0.01%
153,919
-14,424
2731
$7.4M ﹤0.01%
48,256
-14,467
2732
$7.39M ﹤0.01%
482,681
+2,790
2733
$7.39M ﹤0.01%
112,419
-28,296
2734
$7.38M ﹤0.01%
2,145,152
-1,005,241
2735
$7.38M ﹤0.01%
4,667,787
-30,167
2736
$7.35M ﹤0.01%
1,199,491
+455,124
2737
$7.32M ﹤0.01%
283,057
-782,842
2738
$7.31M ﹤0.01%
325,307
+290,971
2739
$7.3M ﹤0.01%
489,630
-2,638
2740
$7.3M ﹤0.01%
302,623
+33,589
2741
$7.24M ﹤0.01%
974,775
-995,035
2742
$7.23M ﹤0.01%
2,769,425
+1,908,674
2743
$7.22M ﹤0.01%
82,065
-5,410
2744
$7.22M ﹤0.01%
367,266
+45,454
2745
$7.2M ﹤0.01%
455,846
+13,878
2746
$7.19M ﹤0.01%
18,009
-4,219
2747
$7.19M ﹤0.01%
445,783
+45,423
2748
$7.18M ﹤0.01%
486,788
+217,900
2749
$7.17M ﹤0.01%
71,193
+24,349
2750
$7.16M ﹤0.01%
383,564
-21,017