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
3976
$1.17M ﹤0.01%
25,304
-340
3977
$1.16M ﹤0.01%
28,981
-16,353
3978
$1.16M ﹤0.01%
220,778
-1,624
3979
$1.16M ﹤0.01%
19,004
-259,858
3980
$1.16M ﹤0.01%
164,632
-14,199
3981
$1.16M ﹤0.01%
96,580
+83,178
3982
$1.15M ﹤0.01%
176,922
+37,795
3983
$1.15M ﹤0.01%
33,684
+30,011
3984
$1.15M ﹤0.01%
284,419
+144,729
3985
$1.15M ﹤0.01%
10,000
3986
$1.15M ﹤0.01%
57,360
-8,236
3987
$1.15M ﹤0.01%
366,238
-16,866
3988
$1.15M ﹤0.01%
29,905
-4,529
3989
$1.15M ﹤0.01%
56,394
-32,105
3990
$1.15M ﹤0.01%
103,485
+23,925
3991
$1.14M ﹤0.01%
95,057
-256,936
3992
$1.14M ﹤0.01%
98,262
-22,643
3993
$1.14M ﹤0.01%
72,204
-25,687
3994
$1.14M ﹤0.01%
46,690
+511
3995
$1.13M ﹤0.01%
69,304
+14,843
3996
$1.13M ﹤0.01%
82,143
-24,391
3997
$1.13M ﹤0.01%
447,785
+415,675
3998
$1.13M ﹤0.01%
21,532
+922
3999
$1.13M ﹤0.01%
84,630
+57,121
4000
$1.12M ﹤0.01%
9,248
-4,185