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
3451
$2.75M ﹤0.01%
70,229
-21,626
3452
$2.75M ﹤0.01%
193,143
-69,027
3453
$2.75M ﹤0.01%
82,120
-19,980
3454
$2.73M ﹤0.01%
115,493
+34,847
3455
$2.73M ﹤0.01%
127,005
-15,766
3456
$2.73M ﹤0.01%
263,921
+15,926
3457
$2.73M ﹤0.01%
126,154
-37,010
3458
$2.72M ﹤0.01%
1,767,997
+899,695
3459
$2.71M ﹤0.01%
55,232
+6,598
3460
$2.69M ﹤0.01%
39,469
-16,881
3461
$2.69M ﹤0.01%
181,042
+117,696
3462
$2.68M ﹤0.01%
247,768
+60,449
3463
$2.67M ﹤0.01%
1,172,804
+815,647
3464
$2.67M ﹤0.01%
122,241
-28,635
3465
$2.67M ﹤0.01%
82,125
+13,169
3466
$2.67M ﹤0.01%
228,876
+67,936
3467
$2.66M ﹤0.01%
124,952
-932
3468
$2.66M ﹤0.01%
636,638
+2,187
3469
$2.66M ﹤0.01%
231,224
-28,282
3470
$2.65M ﹤0.01%
904,878
+76,865
3471
$2.65M ﹤0.01%
116,956
+1,940
3472
$2.65M ﹤0.01%
1,094,163
+25,713
3473
$2.65M ﹤0.01%
155,602
-1,397
3474
$2.64M ﹤0.01%
93,992
-12,534
3475
$2.64M ﹤0.01%
110,364
-3,553