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
2901
$5.7M ﹤0.01%
768,169
+534,719
2902
$5.68M ﹤0.01%
+522,668
2903
$5.68M ﹤0.01%
216,840
+45,633
2904
$5.67M ﹤0.01%
123,912
+33,626
2905
$5.67M ﹤0.01%
883,795
+376,756
2906
$5.66M ﹤0.01%
239,190
-57,282
2907
$5.65M ﹤0.01%
445,019
+21,343
2908
$5.64M ﹤0.01%
225,955
-131,590
2909
$5.63M ﹤0.01%
560,187
+353,115
2910
$5.59M ﹤0.01%
7,281
-3,598
2911
$5.59M ﹤0.01%
251,271
-62,160
2912
$5.58M ﹤0.01%
142,299
-9,772
2913
$5.58M ﹤0.01%
439,010
-267,037
2914
$5.57M ﹤0.01%
1,036,789
+144,974
2915
$5.56M ﹤0.01%
70,161
-2,096
2916
$5.55M ﹤0.01%
997,179
+15,853
2917
$5.55M ﹤0.01%
1,250,214
+821,929
2918
$5.54M ﹤0.01%
189,510
-63,329
2919
$5.54M ﹤0.01%
229,534
-8,740
2920
$5.54M ﹤0.01%
72,098
+7,264
2921
$5.52M ﹤0.01%
232,535
-105,989
2922
$5.51M ﹤0.01%
125,379
-90,153
2923
$5.5M ﹤0.01%
61,031
+269
2924
$5.49M ﹤0.01%
210,473
-3,985
2925
$5.49M ﹤0.01%
338,406
+189,458