Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 14.92%
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
401
$406M 0.04%
4,672,814
+2,931,914
402
$406M 0.04%
2,085,275
+840,859
403
$404M 0.04%
3,930,521
+120,760
404
$401M 0.04%
13,086,102
+2,152,292
405
$401M 0.04%
1,542,641
+161,030
406
$397M 0.04%
709,026
+13,954
407
$397M 0.04%
23,170,425
-585,680
408
$397M 0.04%
8,767,804
+1,584,125
409
$392M 0.04%
3,887,917
-742,789
410
$391M 0.04%
1,126,931
+49,518
411
$389M 0.04%
3,009,993
+125,123
412
$385M 0.04%
3,708,241
-181,744
413
$385M 0.03%
5,246,946
+1,721,910
414
$382M 0.03%
252,820
+42,027
415
$374M 0.03%
7,316,311
-2,020,418
416
$372M 0.03%
1,744,073
+15,872
417
$372M 0.03%
2,564,790
+240,893
418
$370M 0.03%
3,350,448
-139,959
419
$369M 0.03%
4,288,580
+276,466
420
$368M 0.03%
6,852,393
-609,410
421
$366M 0.03%
7,169,762
-485,737
422
$364M 0.03%
1,147,118
+166,042
423
$364M 0.03%
1,015,219
+318,952
424
$363M 0.03%
5,089,967
+853,464
425
$362M 0.03%
2,978,349
+568,470