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
3726
$1.71M ﹤0.01%
620,352
+100,898
3727
$1.71M ﹤0.01%
37,132
+7,209
3728
$1.71M ﹤0.01%
325,504
+138,546
3729
$1.7M ﹤0.01%
38,300
+581
3730
$1.7M ﹤0.01%
26,476
-13,886
3731
$1.7M ﹤0.01%
33,043
-13,406
3732
$1.69M ﹤0.01%
494,698
3733
$1.69M ﹤0.01%
41,161
+16,606
3734
$1.69M ﹤0.01%
76,733
-32,342
3735
$1.69M ﹤0.01%
19,475
-6,008
3736
$1.68M ﹤0.01%
95,273
+23,538
3737
$1.67M ﹤0.01%
117,153
+37,266
3738
$1.67M ﹤0.01%
62,179
+7,715
3739
$1.67M ﹤0.01%
477,317
-173,091
3740
$1.67M ﹤0.01%
243,070
-22,901
3741
$1.67M ﹤0.01%
77,437
+32,090
3742
$1.67M ﹤0.01%
276,785
+72,276
3743
$1.67M ﹤0.01%
261,526
+220,235
3744
$1.67M ﹤0.01%
303,240
+251,356
3745
$1.67M ﹤0.01%
143,085
+33,651
3746
$1.67M ﹤0.01%
152,491
+24,644
3747
$1.66M ﹤0.01%
36,733
+10,822
3748
$1.66M ﹤0.01%
922,702
+831,238
3749
$1.66M ﹤0.01%
517,272
+418,454
3750
$1.66M ﹤0.01%
156,402
+13,445