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
3601
$2.14M ﹤0.01%
548,407
-20,806
3602
$2.13M ﹤0.01%
108,342
+18,216
3603
$2.13M ﹤0.01%
353,651
-86,664
3604
$2.13M ﹤0.01%
160,475
-116,549
3605
$2.13M ﹤0.01%
344,586
+131,510
3606
$2.12M ﹤0.01%
73,604
+52,411
3607
$2.12M ﹤0.01%
223,834
-131,010
3608
$2.12M ﹤0.01%
49,985
+15,626
3609
$2.12M ﹤0.01%
132,917
+15,345
3610
$2.11M ﹤0.01%
22,987
+2,484
3611
$2.11M ﹤0.01%
187,570
-56,452
3612
$2.11M ﹤0.01%
257,013
+70,372
3613
$2.11M ﹤0.01%
33,506
-543
3614
$2.11M ﹤0.01%
127,589
-32,295
3615
$2.11M ﹤0.01%
195,966
+18,517
3616
$2.11M ﹤0.01%
47,612
+3,283
3617
$2.1M ﹤0.01%
102,837
-347,597
3618
$2.1M ﹤0.01%
41,609
-15,306
3619
$2.1M ﹤0.01%
534,787
-129,535
3620
$2.1M ﹤0.01%
23,016
-19,268
3621
$2.09M ﹤0.01%
54,645
+10,432
3622
$2.09M ﹤0.01%
23,805
-32,382
3623
$2.09M ﹤0.01%
54,976
+27,718
3624
$2.09M ﹤0.01%
89,080
+6,188
3625
$2.09M ﹤0.01%
19,688
-5,241