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
3701
$1.81M ﹤0.01%
555,171
-61,539
3702
$1.81M ﹤0.01%
47,328
+33,460
3703
$1.81M ﹤0.01%
41,365
-24,990
3704
$1.81M ﹤0.01%
404,382
+73,494
3705
$1.81M ﹤0.01%
298,598
-26,303
3706
$1.81M ﹤0.01%
39,922
-2,155
3707
$1.81M ﹤0.01%
32,021
-1,464
3708
$1.8M ﹤0.01%
117,348
+58,895
3709
$1.8M ﹤0.01%
132,185
+16,467
3710
$1.79M ﹤0.01%
144,233
+132,757
3711
$1.79M ﹤0.01%
106,129
-23,954
3712
$1.78M ﹤0.01%
168,473
-65,831
3713
$1.78M ﹤0.01%
87,650
+15,287
3714
$1.77M ﹤0.01%
100,520
-69,958
3715
$1.76M ﹤0.01%
10,803
-269
3716
$1.75M ﹤0.01%
58,776
+42,444
3717
$1.74M ﹤0.01%
203,990
-4,253
3718
$1.73M ﹤0.01%
217,307
-16,128
3719
$1.73M ﹤0.01%
139,237
+23,688
3720
$1.73M ﹤0.01%
135,179
-1,595,713
3721
$1.73M ﹤0.01%
38,896
+1,800
3722
$1.72M ﹤0.01%
636,339
+554,781
3723
$1.72M ﹤0.01%
87,224
+6,564
3724
$1.72M ﹤0.01%
53,353
-91,139
3725
$1.72M ﹤0.01%
222,230
-283,394