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
3526
$2.46M ﹤0.01%
153,414
+73,416
3527
$2.46M ﹤0.01%
29,399
+2,351
3528
$2.44M ﹤0.01%
33,035
+4,401
3529
$2.44M ﹤0.01%
83,371
-4,724
3530
$2.43M ﹤0.01%
68,712
-45,314
3531
$2.43M ﹤0.01%
71,952
+2,435
3532
$2.42M ﹤0.01%
79,072
-15,486
3533
$2.4M ﹤0.01%
200,447
+3,324
3534
$2.4M ﹤0.01%
30,561
+13,533
3535
$2.4M ﹤0.01%
37,289
+37,094
3536
$2.39M ﹤0.01%
620,252
-26,030
3537
$2.39M ﹤0.01%
96,396
+17,891
3538
$2.38M ﹤0.01%
163,482
+47,507
3539
$2.38M ﹤0.01%
71,344
-119,868
3540
$2.36M ﹤0.01%
518,319
+482,288
3541
$2.36M ﹤0.01%
899,373
-14,685
3542
$2.35M ﹤0.01%
106,114
+39,743
3543
$2.35M ﹤0.01%
393,738
+27,731
3544
$2.35M ﹤0.01%
57,778
+2,707
3545
$2.34M ﹤0.01%
93,600
-8,934
3546
$2.34M ﹤0.01%
165,495
-264,507
3547
$2.34M ﹤0.01%
193,892
+89,400
3548
$2.33M ﹤0.01%
120,986
+15,862
3549
$2.33M ﹤0.01%
1,367,915
-71,926
3550
$2.32M ﹤0.01%
42,961
-4,238