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
4276
$673K ﹤0.01%
10,536
+736
4277
$671K ﹤0.01%
16,238
-1,261
4278
$669K ﹤0.01%
56,407
+1,471
4279
$669K ﹤0.01%
67,191
+1,084
4280
$667K ﹤0.01%
529,616
+168,867
4281
$667K ﹤0.01%
+25,000
4282
$663K ﹤0.01%
81,601
-21,764
4283
$663K ﹤0.01%
59,792
-4,356
4284
$661K ﹤0.01%
187,919
+11,371
4285
$660K ﹤0.01%
+25,000
4286
$660K ﹤0.01%
13,493
+9,934
4287
$656K ﹤0.01%
43,207
-20,631
4288
$656K ﹤0.01%
19,569
-9,399
4289
$655K ﹤0.01%
37,719
-27,817
4290
$652K ﹤0.01%
+20,966
4291
$652K ﹤0.01%
12,803
-14,257
4292
$651K ﹤0.01%
235,042
+48,564
4293
$650K ﹤0.01%
355,456
+132,637
4294
$647K ﹤0.01%
30,758
+649
4295
$646K ﹤0.01%
50,562
-39,341
4296
$646K ﹤0.01%
46,348
-10,119
4297
$644K ﹤0.01%
77,854
-76,997
4298
$644K ﹤0.01%
149,017
+20,411
4299
$643K ﹤0.01%
30,788
+3,006
4300
$637K ﹤0.01%
42,132
-25,066