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
4801
$258K ﹤0.01%
15,239
-119,272
4802
$257K ﹤0.01%
7,231
+3,000
4803
$257K ﹤0.01%
15,311
-7,718
4804
$257K ﹤0.01%
8,411
-524
4805
$257K ﹤0.01%
34,716
+16,606
4806
$257K ﹤0.01%
41,839
-7,352
4807
$256K ﹤0.01%
21,992
+9,992
4808
$256K ﹤0.01%
23,379
+7,899
4809
$255K ﹤0.01%
14,189
-5,814
4810
$255K ﹤0.01%
101,613
-53,750
4811
$255K ﹤0.01%
104,486
-103,863
4812
$255K ﹤0.01%
2,571
+491
4813
$255K ﹤0.01%
3,540
4814
$254K ﹤0.01%
49,896
-11,264
4815
$254K ﹤0.01%
25,000
4816
$253K ﹤0.01%
48,605
-18,325
4817
$252K ﹤0.01%
41,804
-21,455
4818
$252K ﹤0.01%
110,107
+31,854
4819
$252K ﹤0.01%
26,054
-1,460
4820
$252K ﹤0.01%
38,364
-20,452
4821
$251K ﹤0.01%
14,603
-10,381
4822
$251K ﹤0.01%
10,567
-17,995
4823
$251K ﹤0.01%
3,491
+1,655
4824
$251K ﹤0.01%
5,720
-20,943
4825
$250K ﹤0.01%
30,185
-2,426