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
4351
$588K ﹤0.01%
173,976
-153,549
4352
$585K ﹤0.01%
21,009
-3,017
4353
$585K ﹤0.01%
48,902
-15,132
4354
$585K ﹤0.01%
83,908
-9,869
4355
$585K ﹤0.01%
24,222
-34,327
4356
$584K ﹤0.01%
172,283
-56,651
4357
$583K ﹤0.01%
116,405
+46,991
4358
$582K ﹤0.01%
61,653
-125,819
4359
$581K ﹤0.01%
121,902
-24,038
4360
$580K ﹤0.01%
169,150
-8,752
4361
$580K ﹤0.01%
24,434
-27,434
4362
$579K ﹤0.01%
17,673
-239
4363
$578K ﹤0.01%
55,610
+5,258
4364
$578K ﹤0.01%
13,786
-6,469
4365
$577K ﹤0.01%
9,899
+551
4366
$577K ﹤0.01%
93,486
+31,260
4367
$577K ﹤0.01%
100,131
+11,305
4368
$577K ﹤0.01%
7,174
+2,856
4369
$573K ﹤0.01%
216,217
-1,701
4370
$572K ﹤0.01%
256,530
-324,705
4371
$571K ﹤0.01%
13,221
-11,062
4372
$571K ﹤0.01%
108,523
-6,883
4373
$570K ﹤0.01%
33,968
-4,467
4374
$569K ﹤0.01%
61,938
-88,612
4375
$567K ﹤0.01%
108,886
-4,731