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
3151
$4.03M ﹤0.01%
114,562
-169,750
3152
$4.03M ﹤0.01%
106,780
+11,674
3153
$4.03M ﹤0.01%
114,820
+29,507
3154
$4.02M ﹤0.01%
92,058
+37,156
3155
$4.02M ﹤0.01%
104,150
+11,198
3156
$4.01M ﹤0.01%
102,267
-147,929
3157
$4M ﹤0.01%
101,253
-5,541
3158
$4M ﹤0.01%
65,181
+11,706
3159
$4M ﹤0.01%
+54,825
3160
$3.98M ﹤0.01%
2,105,922
+2,027,252
3161
$3.97M ﹤0.01%
194,178
+38
3162
$3.97M ﹤0.01%
157,024
-29,624
3163
$3.97M ﹤0.01%
378,428
+54,832
3164
$3.96M ﹤0.01%
299,313
-50,887
3165
$3.96M ﹤0.01%
63,307
-2,761
3166
$3.95M ﹤0.01%
195,771
+15,472
3167
$3.94M ﹤0.01%
333,017
+24,570
3168
$3.93M ﹤0.01%
33,966
+28,644
3169
$3.93M ﹤0.01%
272,183
-42,492
3170
$3.93M ﹤0.01%
185,170
+76,393
3171
$3.92M ﹤0.01%
86,318
-123,893
3172
$3.91M ﹤0.01%
91,999
+24,754
3173
$3.9M ﹤0.01%
212,737
-43,355
3174
$3.89M ﹤0.01%
459,223
+11,792
3175
$3.89M ﹤0.01%
169,526
-40,957