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
4326
$614K ﹤0.01%
37,581
-5,057
4327
$610K ﹤0.01%
+23,555
4328
$610K ﹤0.01%
6,348
+667
4329
$608K ﹤0.01%
6,096
+724
4330
$608K ﹤0.01%
+25,000
4331
$606K ﹤0.01%
64,970
-770
4332
$606K ﹤0.01%
12,350
+5,767
4333
$606K ﹤0.01%
69,839
-19,342
4334
$605K ﹤0.01%
23,960
+10,247
4335
$605K ﹤0.01%
43,366
-176,184
4336
$604K ﹤0.01%
110,087
-45,829
4337
$603K ﹤0.01%
17,074
-4,461
4338
$600K ﹤0.01%
89,367
+54,362
4339
$599K ﹤0.01%
35,475
+984
4340
$598K ﹤0.01%
44,423
-73,809
4341
$598K ﹤0.01%
47,933
-22,654
4342
$594K ﹤0.01%
44,527
-24,540
4343
$594K ﹤0.01%
26,054
+18,499
4344
$593K ﹤0.01%
13,487
+239
4345
$593K ﹤0.01%
106,054
+556
4346
$591K ﹤0.01%
10,354
-6,098
4347
$591K ﹤0.01%
321,105
+105,699
4348
$590K ﹤0.01%
29,145
-1,013
4349
$590K ﹤0.01%
25,434
-15,054
4350
$588K ﹤0.01%
184,366
-53,254