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
2976
$5.09M ﹤0.01%
147,332
+37,430
2977
$5.09M ﹤0.01%
83,868
+8,459
2978
$5.09M ﹤0.01%
499,872
+472,895
2979
$5.08M ﹤0.01%
230,168
+60,949
2980
$5.08M ﹤0.01%
74,950
+167
2981
$5.08M ﹤0.01%
182,378
-52,352
2982
$5.05M ﹤0.01%
87,647
-16,133
2983
$5.05M ﹤0.01%
325,801
+283,398
2984
$5.05M ﹤0.01%
937,960
-636,743
2985
$5.02M ﹤0.01%
138,561
+92,544
2986
$5.01M ﹤0.01%
102,863
-29,487
2987
$5M ﹤0.01%
63,189
-93,669
2988
$5M ﹤0.01%
552,782
+15,574
2989
$5M ﹤0.01%
75,445
-38,655
2990
$4.99M ﹤0.01%
198,671
-34,955
2991
$4.99M ﹤0.01%
160,337
-1,180
2992
$4.99M ﹤0.01%
496,318
-1,890,772
2993
$4.98M ﹤0.01%
447,303
-115,002
2994
$4.98M ﹤0.01%
313,139
-525,206
2995
$4.97M ﹤0.01%
182,838
-19,005
2996
$4.97M ﹤0.01%
1,208,261
+1,181,116
2997
$4.96M ﹤0.01%
373,224
+135,351
2998
$4.95M ﹤0.01%
68,616
-11,157
2999
$4.94M ﹤0.01%
123,666
-2,618
3000
$4.94M ﹤0.01%
2,574,663
+1,539,712