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
3101
$4.32M ﹤0.01%
65,530
+5,121
3102
$4.31M ﹤0.01%
606,977
+203,040
3103
$4.31M ﹤0.01%
244,757
+213,103
3104
$4.3M ﹤0.01%
106,741
+62,138
3105
$4.3M ﹤0.01%
1,184,034
+37,728
3106
$4.29M ﹤0.01%
124,463
+42,666
3107
$4.28M ﹤0.01%
153,570
+70,199
3108
$4.25M ﹤0.01%
450,195
-28,596
3109
$4.25M ﹤0.01%
21,431
-20,229
3110
$4.25M ﹤0.01%
661,305
+176,794
3111
$4.25M ﹤0.01%
129,582
-35,922
3112
$4.24M ﹤0.01%
238,747
+201,449
3113
$4.24M ﹤0.01%
381,977
-66,083
3114
$4.23M ﹤0.01%
83,686
-80,073
3115
$4.21M ﹤0.01%
83,618
+8,654
3116
$4.21M ﹤0.01%
86,054
-15,099
3117
$4.2M ﹤0.01%
264,586
+13,766
3118
$4.19M ﹤0.01%
212,505
+161,962
3119
$4.19M ﹤0.01%
105,700
+9,358
3120
$4.18M ﹤0.01%
354,175
+5,049
3121
$4.18M ﹤0.01%
70,307
-413,865
3122
$4.18M ﹤0.01%
303,031
+137,747
3123
$4.17M ﹤0.01%
248,449
+7,686
3124
$4.17M ﹤0.01%
38,399
+4,338
3125
$4.17M ﹤0.01%
133,620
+4,510