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
2951
$5.3M ﹤0.01%
531,787
+176,337
2952
$5.29M ﹤0.01%
111,535
+87,706
2953
$5.28M ﹤0.01%
110,085
-206,431
2954
$5.27M ﹤0.01%
363,935
+279,460
2955
$5.27M ﹤0.01%
66,960
+9,110
2956
$5.26M ﹤0.01%
133,755
-30,883
2957
$5.25M ﹤0.01%
126,873
+90,943
2958
$5.23M ﹤0.01%
64,935
+34,673
2959
$5.23M ﹤0.01%
214,457
+68,791
2960
$5.21M ﹤0.01%
140,696
-168,157
2961
$5.2M ﹤0.01%
148,522
-7,073
2962
$5.2M ﹤0.01%
154,192
-661
2963
$5.19M ﹤0.01%
240,504
+220,819
2964
$5.19M ﹤0.01%
61,742
+7,408
2965
$5.18M ﹤0.01%
80,052
+8,904
2966
$5.18M ﹤0.01%
107,976
+30,191
2967
$5.16M ﹤0.01%
1,080,104
-246,838
2968
$5.16M ﹤0.01%
67,884
-9,959
2969
$5.12M ﹤0.01%
408,775
+71,697
2970
$5.11M ﹤0.01%
726,465
+38,739
2971
$5.1M ﹤0.01%
107,475
+100,392
2972
$5.1M ﹤0.01%
1,783,792
-5,425,016
2973
$5.1M ﹤0.01%
781,159
+33,953
2974
$5.1M ﹤0.01%
1,024,234
+800,453
2975
$5.1M ﹤0.01%
446,178
-91,260