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
3051
$4.61M ﹤0.01%
91,534
+52,620
3052
$4.6M ﹤0.01%
316,059
+219,385
3053
$4.6M ﹤0.01%
222,015
+127,038
3054
$4.59M ﹤0.01%
68,188
-93,174
3055
$4.58M ﹤0.01%
296,140
+4,260
3056
$4.58M ﹤0.01%
310,900
+168,482
3057
$4.57M ﹤0.01%
305,953
+196,262
3058
$4.57M ﹤0.01%
263,223
+255,658
3059
$4.56M ﹤0.01%
325,410
+167,775
3060
$4.56M ﹤0.01%
81,213
-29,261
3061
$4.55M ﹤0.01%
670,717
+119,661
3062
$4.55M ﹤0.01%
432,458
+5,319
3063
$4.54M ﹤0.01%
216,149
+56,347
3064
$4.54M ﹤0.01%
586,571
+380,454
3065
$4.53M ﹤0.01%
2,199,591
+1,472,840
3066
$4.53M ﹤0.01%
394,342
+174,164
3067
$4.52M ﹤0.01%
225,105
-38,053
3068
$4.52M ﹤0.01%
347,832
+277,373
3069
$4.51M ﹤0.01%
168,821
-11,260
3070
$4.51M ﹤0.01%
142,824
+5,625
3071
$4.5M ﹤0.01%
178,229
-45,203
3072
$4.5M ﹤0.01%
58,651
+12,108
3073
$4.49M ﹤0.01%
259,865
-119,853
3074
$4.49M ﹤0.01%
250,283
-260,097
3075
$4.48M ﹤0.01%
93,210
+31,090