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
4251
$705K ﹤0.01%
15,000
4252
$702K ﹤0.01%
71,875
-45,269
4253
$702K ﹤0.01%
17,957
+1,497
4254
$701K ﹤0.01%
18,881
-4,803
4255
$700K ﹤0.01%
61,649
-24,390
4256
$698K ﹤0.01%
26,072
-2,679
4257
$696K ﹤0.01%
35,150
+12,370
4258
$692K ﹤0.01%
57,982
+47,180
4259
$692K ﹤0.01%
47,068
-32,378
4260
$689K ﹤0.01%
13,934
+3,732
4261
$689K ﹤0.01%
23,518
-4,739
4262
$689K ﹤0.01%
8,223
-3,747
4263
$688K ﹤0.01%
300,520
+86,340
4264
$687K ﹤0.01%
9,627
+3,884
4265
$685K ﹤0.01%
510,918
+100,479
4266
$683K ﹤0.01%
27,875
+2,023
4267
$682K ﹤0.01%
14,591
-2,617
4268
$681K ﹤0.01%
26,778
-10,691
4269
$679K ﹤0.01%
+26,500
4270
$678K ﹤0.01%
8,211
-353
4271
$676K ﹤0.01%
46,569
-50,249
4272
$676K ﹤0.01%
273,715
+8,623
4273
$675K ﹤0.01%
14,369
+767
4274
$675K ﹤0.01%
7,127
-11,287
4275
$674K ﹤0.01%
22,809
-7,661