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
3126
$4.17M ﹤0.01%
310,207
+73,065
3127
$4.16M ﹤0.01%
501,472
+292,640
3128
$4.16M ﹤0.01%
3,481
-193
3129
$4.15M ﹤0.01%
515,056
+10,876
3130
$4.14M ﹤0.01%
487,556
-32,231
3131
$4.14M ﹤0.01%
195,359
-179,627
3132
$4.13M ﹤0.01%
59,784
-36,147
3133
$4.11M ﹤0.01%
180,941
-254,945
3134
$4.11M ﹤0.01%
623,470
+310,899
3135
$4.11M ﹤0.01%
29,424
-714
3136
$4.1M ﹤0.01%
109,474
-57,484
3137
$4.09M ﹤0.01%
151,497
+56,528
3138
$4.09M ﹤0.01%
99,649
+21,151
3139
$4.09M ﹤0.01%
359,503
+235,985
3140
$4.08M ﹤0.01%
173,338
+19,903
3141
$4.08M ﹤0.01%
1,161,096
-406,363
3142
$4.07M ﹤0.01%
73,032
+5,248
3143
$4.07M ﹤0.01%
577,105
+346,613
3144
$4.06M ﹤0.01%
839,420
+104,678
3145
$4.06M ﹤0.01%
238,103
+77,583
3146
$4.06M ﹤0.01%
52,296
+26,185
3147
$4.05M ﹤0.01%
43,484
-26,626
3148
$4.05M ﹤0.01%
246,131
-53,403
3149
$4.04M ﹤0.01%
110,015
+2,432
3150
$4.03M ﹤0.01%
840,302
+172,139