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
3751
$1.66M ﹤0.01%
64,759
-16,431
3752
$1.65M ﹤0.01%
44,736
+14,576
3753
$1.64M ﹤0.01%
123,847
+49,577
3754
$1.64M ﹤0.01%
379,011
+99,552
3755
$1.64M ﹤0.01%
38,176
-38,328
3756
$1.64M ﹤0.01%
314,457
+39,588
3757
$1.63M ﹤0.01%
91,593
-3,899
3758
$1.63M ﹤0.01%
175,411
+24,327
3759
$1.63M ﹤0.01%
3,312
-7,177
3760
$1.63M ﹤0.01%
37,248
-6,738
3761
$1.63M ﹤0.01%
54,820
+235
3762
$1.62M ﹤0.01%
237,178
+27,809
3763
$1.62M ﹤0.01%
188,491
-110,429
3764
$1.62M ﹤0.01%
390,343
+268,051
3765
$1.61M ﹤0.01%
38,540
-8,654
3766
$1.61M ﹤0.01%
89,632
+7,877
3767
$1.61M ﹤0.01%
2,428,319
+2,360,528
3768
$1.6M ﹤0.01%
29,331
+29,330
3769
$1.6M ﹤0.01%
31,322
-5,613
3770
$1.6M ﹤0.01%
115,501
+13,471
3771
$1.6M ﹤0.01%
112,900
-33,476
3772
$1.6M ﹤0.01%
227,891
-27,965
3773
$1.59M ﹤0.01%
554,644
-1,922,560
3774
$1.59M ﹤0.01%
114,659
+11,719
3775
$1.59M ﹤0.01%
73,088
+45,470