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
4501
$442K ﹤0.01%
16,589
-442
4502
$442K ﹤0.01%
+16,311
4503
$440K ﹤0.01%
135,477
+22,564
4504
$440K ﹤0.01%
12,673
-22,111
4505
$440K ﹤0.01%
27,292
-51,534
4506
$440K ﹤0.01%
+4,735
4507
$440K ﹤0.01%
26,996
+563
4508
$440K ﹤0.01%
39,610
-40,925
4509
$439K ﹤0.01%
34,695
+1,172
4510
$438K ﹤0.01%
16,018
-12,277
4511
$438K ﹤0.01%
62,109
-18,598
4512
$437K ﹤0.01%
12,701
-14,386
4513
$436K ﹤0.01%
40,372
-81,773
4514
$434K ﹤0.01%
19,174
+19,155
4515
$434K ﹤0.01%
99,111
-610,334
4516
$433K ﹤0.01%
191,444
-134,899
4517
$430K ﹤0.01%
29,597
-30,524
4518
$430K ﹤0.01%
50,657
+24,085
4519
$429K ﹤0.01%
82,633
+1,174
4520
$427K ﹤0.01%
25,822
-19,990
4521
$426K ﹤0.01%
52,108
+48,904
4522
$426K ﹤0.01%
7,058
-7,546
4523
$425K ﹤0.01%
18,178
+12,850
4524
$423K ﹤0.01%
30,564
-59,274
4525
$423K ﹤0.01%
7,324
-224