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
4151
$850K ﹤0.01%
26,024
+14,044
4152
$848K ﹤0.01%
76,772
+54,810
4153
$847K ﹤0.01%
90,831
+28,757
4154
$847K ﹤0.01%
13,033
+10,165
4155
$847K ﹤0.01%
8,612
-1,054
4156
$846K ﹤0.01%
28,211
+18,841
4157
$843K ﹤0.01%
26,224
-36,672
4158
$843K ﹤0.01%
+57,160
4159
$843K ﹤0.01%
53,866
-1,773
4160
$843K ﹤0.01%
169,225
+89,024
4161
$842K ﹤0.01%
58,772
-19,907
4162
$840K ﹤0.01%
24,045
+6,462
4163
$839K ﹤0.01%
52,900
+9,258
4164
$838K ﹤0.01%
12,717
-9,326
4165
$838K ﹤0.01%
287,052
+15,649
4166
$835K ﹤0.01%
20,287
-4,949
4167
$834K ﹤0.01%
81,579
-17,019
4168
$833K ﹤0.01%
18,143
-12,789
4169
$831K ﹤0.01%
13,776
+8,315
4170
$829K ﹤0.01%
107,118
+18,807
4171
$825K ﹤0.01%
54,791
+9,828
4172
$820K ﹤0.01%
90,674
+44,951
4173
$817K ﹤0.01%
71,618
-63,585
4174
$817K ﹤0.01%
160,806
-4,171
4175
$817K ﹤0.01%
89,277
-48,559