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
3201
$3.75M ﹤0.01%
322,529
-14,181
3202
$3.75M ﹤0.01%
362,896
+6,795
3203
$3.74M ﹤0.01%
342,345
+58,704
3204
$3.73M ﹤0.01%
51,702
+27,235
3205
$3.73M ﹤0.01%
841,104
+131,803
3206
$3.72M ﹤0.01%
49,671
+8,359
3207
$3.72M ﹤0.01%
195,142
-114,474
3208
$3.72M ﹤0.01%
119,221
+89,940
3209
$3.71M ﹤0.01%
125,417
+37,299
3210
$3.71M ﹤0.01%
79,620
-16,513
3211
$3.7M ﹤0.01%
1,111,849
-95,402
3212
$3.7M ﹤0.01%
326,819
+286,709
3213
$3.7M ﹤0.01%
202,604
+60,441
3214
$3.69M ﹤0.01%
28,393
+12,625
3215
$3.69M ﹤0.01%
11,579
-6,515
3216
$3.69M ﹤0.01%
208,217
+93,465
3217
$3.67M ﹤0.01%
43,854
+13,617
3218
$3.67M ﹤0.01%
20,155
+4,030
3219
$3.67M ﹤0.01%
294,162
-9,895
3220
$3.67M ﹤0.01%
150,338
-4,210
3221
$3.66M ﹤0.01%
72,839
+18,037
3222
$3.66M ﹤0.01%
87,269
-308,556
3223
$3.66M ﹤0.01%
90,679
+33,045
3224
$3.66M ﹤0.01%
116,405
+5,346
3225
$3.66M ﹤0.01%
302,649
-12,656