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
4026
$1.07M ﹤0.01%
84,429
-433,841
4027
$1.07M ﹤0.01%
40,471
+4,216
4028
$1.07M ﹤0.01%
153,095
-38,188
4029
$1.06M ﹤0.01%
82,458
+33,703
4030
$1.06M ﹤0.01%
156,895
-10,382
4031
$1.06M ﹤0.01%
135,127
+27,391
4032
$1.06M ﹤0.01%
23,305
-17,047
4033
$1.06M ﹤0.01%
46,236
-17,051
4034
$1.06M ﹤0.01%
37,523
-9,467
4035
$1.05M ﹤0.01%
140,067
+112,958
4036
$1.05M ﹤0.01%
485,559
+343,582
4037
$1.05M ﹤0.01%
30,557
-1,234
4038
$1.05M ﹤0.01%
11,141
-9,207
4039
$1.05M ﹤0.01%
168,712
+31,813
4040
$1.05M ﹤0.01%
44,168
-8,444
4041
$1.05M ﹤0.01%
20,859
-17,326
4042
$1.05M ﹤0.01%
87,575
-8,132
4043
$1.05M ﹤0.01%
102,050
+395
4044
$1.04M ﹤0.01%
51,384
-124
4045
$1.04M ﹤0.01%
20,474
-29,255
4046
$1.04M ﹤0.01%
121,408
-14,538
4047
$1.04M ﹤0.01%
29,064
-2,120
4048
$1.04M ﹤0.01%
17,061
-11,983
4049
$1.04M ﹤0.01%
83,950
-73,037
4050
$1.03M ﹤0.01%
102,452
+99,676