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
3251
$3.58M ﹤0.01%
343,937
-22,301
3252
$3.56M ﹤0.01%
253,539
-15,199
3253
$3.56M ﹤0.01%
44,354
-1,187
3254
$3.55M ﹤0.01%
95,509
+24,745
3255
$3.55M ﹤0.01%
610,779
+30,806
3256
$3.55M ﹤0.01%
1,325,887
+1,276,041
3257
$3.55M ﹤0.01%
35,071
-19,072
3258
$3.54M ﹤0.01%
766,283
-30,718
3259
$3.54M ﹤0.01%
314,024
+107,061
3260
$3.54M ﹤0.01%
239,733
-151,798
3261
$3.53M ﹤0.01%
9,757
-2,210
3262
$3.53M ﹤0.01%
182,945
+64,981
3263
$3.52M ﹤0.01%
318,461
-6,079
3264
$3.52M ﹤0.01%
186,447
-15,058
3265
$3.51M ﹤0.01%
+25,695
3266
$3.51M ﹤0.01%
456,290
-89,903
3267
$3.51M ﹤0.01%
41,435
-36,624
3268
$3.51M ﹤0.01%
223,187
+136,937
3269
$3.51M ﹤0.01%
368,737
+267,062
3270
$3.5M ﹤0.01%
28,060
+159
3271
$3.49M ﹤0.01%
156,811
+34,326
3272
$3.47M ﹤0.01%
106,001
+73,286
3273
$3.47M ﹤0.01%
217,380
-5,855
3274
$3.46M ﹤0.01%
26,934
+4,195
3275
$3.45M ﹤0.01%
163,542
+138,801