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
4526
$423K ﹤0.01%
3,285
-425
4527
$422K ﹤0.01%
18,950
-32,872
4528
$422K ﹤0.01%
10,844
-5,839
4529
$420K ﹤0.01%
238,918
-222,658
4530
$418K ﹤0.01%
54,599
+2,681
4531
$418K ﹤0.01%
37,769
-28,377
4532
$415K ﹤0.01%
129,782
-56,720
4533
$415K ﹤0.01%
17,043
-5,236
4534
$415K ﹤0.01%
18,364
-12,489
4535
$413K ﹤0.01%
92,898
-89,421
4536
$410K ﹤0.01%
7,207
-2,734
4537
$410K ﹤0.01%
38,755
-2,059
4538
$410K ﹤0.01%
26,496
-14,562
4539
$408K ﹤0.01%
12,121
-1,655
4540
$407K ﹤0.01%
71,662
-30,998
4541
$406K ﹤0.01%
15,488
+14,881
4542
$405K ﹤0.01%
32,650
4543
$404K ﹤0.01%
30,361
+26,402
4544
$403K ﹤0.01%
64,972
-450,176
4545
$403K ﹤0.01%
52,264
-76,729
4546
$403K ﹤0.01%
25,955
-12,520
4547
$402K ﹤0.01%
27,637
-9,518
4548
$401K ﹤0.01%
21,102
-200
4549
$400K ﹤0.01%
30,064
+136
4550
$399K ﹤0.01%
237,362
+1,965