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
4401
$537K ﹤0.01%
43,405
-65,973
4402
$537K ﹤0.01%
29,474
+621
4403
$537K ﹤0.01%
29,832
+5,420
4404
$536K ﹤0.01%
52,681
+30,890
4405
$535K ﹤0.01%
90,281
+37,153
4406
$535K ﹤0.01%
+4,770
4407
$534K ﹤0.01%
84,991
-48,633
4408
$532K ﹤0.01%
26,219
+19,994
4409
$530K ﹤0.01%
7,072
-9,611
4410
$530K ﹤0.01%
34,365
-13,532
4411
$529K ﹤0.01%
200,315
-52,184
4412
$528K ﹤0.01%
25,443
-7,928
4413
$528K ﹤0.01%
13,020
-18,004
4414
$527K ﹤0.01%
84,523
+7,539
4415
$526K ﹤0.01%
47,155
-17,601
4416
$525K ﹤0.01%
39,582
-32,367
4417
$524K ﹤0.01%
57,346
-2,519
4418
$523K ﹤0.01%
4,446
-7,102
4419
$521K ﹤0.01%
37,557
+7,995
4420
$521K ﹤0.01%
19,509
+19,409
4421
$519K ﹤0.01%
59,146
-69,945
4422
$515K ﹤0.01%
9,258
-566
4423
$515K ﹤0.01%
95,209
-62,279
4424
$512K ﹤0.01%
94,724
+15,563
4425
$510K ﹤0.01%
8,678
-1,901