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
3951
$1.21M ﹤0.01%
50,238
+3,929
3952
$1.21M ﹤0.01%
65,014
+37,361
3953
$1.21M ﹤0.01%
50,706
-14,827
3954
$1.2M ﹤0.01%
33,616
-19,243
3955
$1.2M ﹤0.01%
28,925
+8,938
3956
$1.2M ﹤0.01%
15,964
+7,807
3957
$1.2M ﹤0.01%
59,159
-62,293
3958
$1.19M ﹤0.01%
45,643
-12,112
3959
$1.19M ﹤0.01%
108,036
+48,652
3960
$1.19M ﹤0.01%
35,502
-3,997
3961
$1.18M ﹤0.01%
29,856
+10,258
3962
$1.18M ﹤0.01%
225,869
+77,068
3963
$1.18M ﹤0.01%
164,248
+104,082
3964
$1.18M ﹤0.01%
69,308
-1,809
3965
$1.18M ﹤0.01%
186,475
-196,584
3966
$1.18M ﹤0.01%
85,135
+17,619
3967
$1.18M ﹤0.01%
118,450
-854
3968
$1.17M ﹤0.01%
59,370
+5,795
3969
$1.17M ﹤0.01%
28,472
+5,476
3970
$1.17M ﹤0.01%
170,154
+37,608
3971
$1.17M ﹤0.01%
24,083
+2,928
3972
$1.17M ﹤0.01%
27,106
-1,206
3973
$1.17M ﹤0.01%
95,998
+3,852
3974
$1.17M ﹤0.01%
29,419
-3,062
3975
$1.17M ﹤0.01%
16,713
+781