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
3226
$3.65M ﹤0.01%
205,697
-466,582
3227
$3.65M ﹤0.01%
101,919
-20,253
3228
$3.65M ﹤0.01%
104,497
-21,952
3229
$3.64M ﹤0.01%
193,680
+13,714
3230
$3.64M ﹤0.01%
176,647
-13,167
3231
$3.64M ﹤0.01%
167,590
+63,877
3232
$3.63M ﹤0.01%
43,115
+1,249
3233
$3.63M ﹤0.01%
79,186
-12,725
3234
$3.63M ﹤0.01%
175,404
+96,960
3235
$3.62M ﹤0.01%
116,411
+17,520
3236
$3.62M ﹤0.01%
25,324
-4,607
3237
$3.62M ﹤0.01%
73,942
+28,276
3238
$3.62M ﹤0.01%
77,931
+15,478
3239
$3.61M ﹤0.01%
153,339
+33,019
3240
$3.61M ﹤0.01%
99,844
+81,561
3241
$3.61M ﹤0.01%
287,523
+105,508
3242
$3.61M ﹤0.01%
356,562
-147,353
3243
$3.6M ﹤0.01%
+67,945
3244
$3.6M ﹤0.01%
97,325
-9,146
3245
$3.6M ﹤0.01%
130,953
+82,832
3246
$3.59M ﹤0.01%
292,944
+236,433
3247
$3.59M ﹤0.01%
6,504
+3,782
3248
$3.58M ﹤0.01%
139,636
+7,259
3249
$3.58M ﹤0.01%
254,053
-31,833
3250
$3.58M ﹤0.01%
92,969
-39,895