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
3326
$3.19M ﹤0.01%
27,516
-907
3327
$3.19M ﹤0.01%
1,844,185
3328
$3.19M ﹤0.01%
390,031
+169,384
3329
$3.19M ﹤0.01%
112,503
-35,724
3330
$3.18M ﹤0.01%
79,243
+38,956
3331
$3.18M ﹤0.01%
473,389
+401,742
3332
$3.18M ﹤0.01%
963,293
+416,497
3333
$3.17M ﹤0.01%
263,324
-7,995
3334
$3.17M ﹤0.01%
302,972
-422
3335
$3.17M ﹤0.01%
112,765
+18,084
3336
$3.16M ﹤0.01%
70,081
-30,705
3337
$3.16M ﹤0.01%
52,386
+7,186
3338
$3.15M ﹤0.01%
195,946
+140
3339
$3.15M ﹤0.01%
262,117
-42,966
3340
$3.14M ﹤0.01%
22,098
+6
3341
$3.14M ﹤0.01%
99,817
-4,783
3342
$3.14M ﹤0.01%
30,113
+3,540
3343
$3.13M ﹤0.01%
172,888
+37,880
3344
$3.12M ﹤0.01%
72,826
+15,356
3345
$3.12M ﹤0.01%
28,981
-11,770
3346
$3.11M ﹤0.01%
382,443
-6,613
3347
$3.11M ﹤0.01%
168,034
-13,098
3348
$3.1M ﹤0.01%
29,789
+8,810
3349
$3.1M ﹤0.01%
25,374
+3,258
3350
$3.1M ﹤0.01%
205,851
+6,578