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
4701
$308K ﹤0.01%
32,246
-7,548
4702
$308K ﹤0.01%
29,985
-21,629
4703
$307K ﹤0.01%
47,805
+24,218
4704
$307K ﹤0.01%
27,962
-2,123
4705
$306K ﹤0.01%
3,239
-222,538
4706
$306K ﹤0.01%
39,062
-10,472
4707
$305K ﹤0.01%
156,175
+7,416
4708
$304K ﹤0.01%
70,524
-22,889
4709
$304K ﹤0.01%
1,602
-1,068
4710
$304K ﹤0.01%
22,089
+6,969
4711
$303K ﹤0.01%
25,504
4712
$302K ﹤0.01%
52,032
-40,120
4713
$301K ﹤0.01%
39,723
+14,845
4714
$301K ﹤0.01%
3,495
+40
4715
$299K ﹤0.01%
20,002
+9,220
4716
$298K ﹤0.01%
10,934
-36,254
4717
$298K ﹤0.01%
109,482
-2,504
4718
$297K ﹤0.01%
19,726
-6,765
4719
$297K ﹤0.01%
9,948
-7,249
4720
$297K ﹤0.01%
10,740
-8,312
4721
$296K ﹤0.01%
37,301
-6,502
4722
$296K ﹤0.01%
120,230
-6,231,403
4723
$295K ﹤0.01%
19,614
-56,375
4724
$295K ﹤0.01%
11,518
-889
4725
$294K ﹤0.01%
16,738
-13,989