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
4126
$880K ﹤0.01%
223,957
+86,888
4127
$877K ﹤0.01%
96,070
-106,824
4128
$877K ﹤0.01%
231,973
-19,348
4129
$875K ﹤0.01%
38,509
-19,098
4130
$874K ﹤0.01%
16,941
-37,531
4131
$874K ﹤0.01%
125,002
-167,923
4132
$874K ﹤0.01%
20,396
+2,084
4133
$870K ﹤0.01%
71,875
-58,940
4134
$870K ﹤0.01%
76,984
+39,954
4135
$869K ﹤0.01%
48,152
-15,500
4136
$866K ﹤0.01%
54,920
-9,551
4137
$866K ﹤0.01%
25,373
-118
4138
$866K ﹤0.01%
4,365
-191
4139
$866K ﹤0.01%
30,278
-22,234
4140
$864K ﹤0.01%
14,232
-1,499
4141
$862K ﹤0.01%
53,025
-11,992
4142
$862K ﹤0.01%
34,370
-5,792
4143
$858K ﹤0.01%
108,043
+48,247
4144
$857K ﹤0.01%
91,827
-1,844
4145
$856K ﹤0.01%
8,416
-8
4146
$855K ﹤0.01%
581,835
+345,158
4147
$853K ﹤0.01%
12,339
-13,243
4148
$852K ﹤0.01%
15,540
-3,436
4149
$851K ﹤0.01%
515,996
-305,784
4150
$851K ﹤0.01%
36,440
-2,097