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
4051
$1.03M ﹤0.01%
320
+32
4052
$1.03M ﹤0.01%
59,582
-57,519
4053
$1.03M ﹤0.01%
54,905
+53,889
4054
$1.02M ﹤0.01%
76,606
-56,624
4055
$1.02M ﹤0.01%
46,757
-21,359
4056
$1.02M ﹤0.01%
40,856
+8
4057
$1.02M ﹤0.01%
136,632
-48,567
4058
$1.02M ﹤0.01%
15,822
-7,150
4059
$1.01M ﹤0.01%
115,410
-84,105
4060
$1.01M ﹤0.01%
+17,080
4061
$1.01M ﹤0.01%
398,063
-25,519
4062
$1M ﹤0.01%
55,285
+3,945
4063
$1M ﹤0.01%
+25,935
4064
$1M ﹤0.01%
252,061
+78,183
4065
$1M ﹤0.01%
278,479
-392,470
4066
$1M ﹤0.01%
64,129
-45,071
4067
$1M ﹤0.01%
20,514
-3,738
4068
$1M ﹤0.01%
96,528
+27,131
4069
$1M ﹤0.01%
134,887
+71,195
4070
$999K ﹤0.01%
44,193
-7,116
4071
$999K ﹤0.01%
91,871
+55,172
4072
$993K ﹤0.01%
46,910
-63,097
4073
$993K ﹤0.01%
3,192
+298
4074
$984K ﹤0.01%
93,031
-43,573
4075
$981K ﹤0.01%
13,657
+1,981