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
3401
$2.92M ﹤0.01%
51,053
+17,615
3402
$2.92M ﹤0.01%
14,811
-3,757
3403
$2.91M ﹤0.01%
29,818
-8,154
3404
$2.91M ﹤0.01%
79,860
-13,621
3405
$2.91M ﹤0.01%
108,958
+72,489
3406
$2.9M ﹤0.01%
252,141
+21,110
3407
$2.9M ﹤0.01%
48,266
+27,139
3408
$2.9M ﹤0.01%
55,399
-4,452
3409
$2.9M ﹤0.01%
74,585
+2,380
3410
$2.89M ﹤0.01%
17,231
-2,506
3411
$2.89M ﹤0.01%
54,519
+6,613
3412
$2.89M ﹤0.01%
89,777
+15,159
3413
$2.89M ﹤0.01%
738,103
+380,107
3414
$2.87M ﹤0.01%
273,374
+33,055
3415
$2.87M ﹤0.01%
43,281
+3,336
3416
$2.87M ﹤0.01%
201,771
+11,230
3417
$2.87M ﹤0.01%
147,273
+63,917
3418
$2.87M ﹤0.01%
83,249
-4,849
3419
$2.85M ﹤0.01%
58,203
+35,698
3420
$2.85M ﹤0.01%
44,816
-89
3421
$2.85M ﹤0.01%
57,291
-4,737
3422
$2.84M ﹤0.01%
637,495
+31,911
3423
$2.84M ﹤0.01%
123,907
-7,348
3424
$2.84M ﹤0.01%
127,520
+20,014
3425
$2.84M ﹤0.01%
530,063
+360,019