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
4426
$509K ﹤0.01%
34,933
-9,410
4427
$508K ﹤0.01%
158,876
-73,566
4428
$508K ﹤0.01%
15,076
-19,044
4429
$508K ﹤0.01%
32,453
-709
4430
$506K ﹤0.01%
57,881
-36,920
4431
$504K ﹤0.01%
7,881
+4,888
4432
$504K ﹤0.01%
80,435
-18,627
4433
$503K ﹤0.01%
73,060
-110,296
4434
$503K ﹤0.01%
69,128
-70,394
4435
$502K ﹤0.01%
5,091
-2,241
4436
$500K ﹤0.01%
3,188
-4,375
4437
$499K ﹤0.01%
9,952
-14,711
4438
$498K ﹤0.01%
+26,635
4439
$498K ﹤0.01%
23,198
-181
4440
$497K ﹤0.01%
32,336
-642
4441
$497K ﹤0.01%
22,281
+18,665
4442
$496K ﹤0.01%
29,820
-13,060
4443
$495K ﹤0.01%
30,039
-53,626
4444
$495K ﹤0.01%
18,300
4445
$494K ﹤0.01%
33,402
-30,621
4446
$490K ﹤0.01%
54,488
+50,760
4447
$490K ﹤0.01%
40,300
-15,396
4448
$489K ﹤0.01%
10,974
-72,055
4449
$487K ﹤0.01%
35,165
-28,889
4450
$486K ﹤0.01%
30,321
-7,950