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
3176
$3.88M ﹤0.01%
2,486,301
+319,175
3177
$3.88M ﹤0.01%
212,172
+198,982
3178
$3.87M ﹤0.01%
181,929
-15,763
3179
$3.86M ﹤0.01%
493,186
+331,863
3180
$3.85M ﹤0.01%
182,101
+23,666
3181
$3.84M ﹤0.01%
274,889
+182,148
3182
$3.83M ﹤0.01%
356,722
+153,801
3183
$3.83M ﹤0.01%
124,943
+54,543
3184
$3.82M ﹤0.01%
460,597
-17,500
3185
$3.81M ﹤0.01%
305,650
+34,743
3186
$3.81M ﹤0.01%
81,411
-7,965
3187
$3.81M ﹤0.01%
119,557
-45,799
3188
$3.8M ﹤0.01%
68,394
-10,043
3189
$3.8M ﹤0.01%
580,120
+93,995
3190
$3.79M ﹤0.01%
91,040
+16,647
3191
$3.79M ﹤0.01%
240,639
+2,462
3192
$3.78M ﹤0.01%
468,435
-53,280
3193
$3.78M ﹤0.01%
66,756
-61,873
3194
$3.78M ﹤0.01%
84,495
+3,740
3195
$3.78M ﹤0.01%
441,022
+150,597
3196
$3.77M ﹤0.01%
60,027
-49,264
3197
$3.77M ﹤0.01%
40,312
-18,569
3198
$3.76M ﹤0.01%
163,177
+12,976
3199
$3.76M ﹤0.01%
690,339
+452,680
3200
$3.75M ﹤0.01%
166,978
+16,128