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
4201
$789K ﹤0.01%
21,775
+8,385
4202
$788K ﹤0.01%
56,570
+19,440
4203
$785K ﹤0.01%
71,977
+135
4204
$784K ﹤0.01%
275,956
+155,628
4205
$782K ﹤0.01%
20,404
-2,377
4206
$778K ﹤0.01%
434,606
+51,155
4207
$777K ﹤0.01%
6,138
-121
4208
$777K ﹤0.01%
17,541
-1,225
4209
$776K ﹤0.01%
66,932
+51
4210
$774K ﹤0.01%
44,587
-36,974
4211
$770K ﹤0.01%
103,187
-8,398
4212
$769K ﹤0.01%
26,719
4213
$765K ﹤0.01%
29,730
+3,368
4214
$764K ﹤0.01%
30,779
+13,030
4215
$764K ﹤0.01%
181,466
-6
4216
$764K ﹤0.01%
69,419
-84,145
4217
$762K ﹤0.01%
77,300
+63,665
4218
$762K ﹤0.01%
388,558
-653,510
4219
$761K ﹤0.01%
27,852
-42,073
4220
$760K ﹤0.01%
55,747
-8,931
4221
$756K ﹤0.01%
20,310
-95,566
4222
$755K ﹤0.01%
63,515
-5,688
4223
$752K ﹤0.01%
22,055
+271
4224
$752K ﹤0.01%
28,806
+7,489
4225
$750K ﹤0.01%
32,748
-2,712