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
4826
$248K ﹤0.01%
12,199
-144,156
4827
$248K ﹤0.01%
31,307
-6,852
4828
$247K ﹤0.01%
38,059
-31,244
4829
$246K ﹤0.01%
26,182
-5,860
4830
$245K ﹤0.01%
44,678
+19,314
4831
$244K ﹤0.01%
6,611
-5,053
4832
$243K ﹤0.01%
69,744
-92,763
4833
$243K ﹤0.01%
+9,563
4834
$242K ﹤0.01%
35,545
-9,086
4835
$241K ﹤0.01%
66,952
-40,207
4836
$241K ﹤0.01%
20,686
+1,531
4837
$240K ﹤0.01%
29,140
-40,836
4838
$240K ﹤0.01%
11,892
-4,613
4839
$240K ﹤0.01%
5,489
-6,088
4840
$240K ﹤0.01%
19,894
+2,968
4841
$240K ﹤0.01%
101,999
+54,256
4842
$240K ﹤0.01%
147,939
-14,657
4843
$240K ﹤0.01%
30,179
-7,625
4844
$239K ﹤0.01%
36,020
-3,857
4845
$238K ﹤0.01%
10,528
-9,902
4846
$238K ﹤0.01%
36,719
4847
$237K ﹤0.01%
11,745
-20,772
4848
$237K ﹤0.01%
22,926
-17,088
4849
$234K ﹤0.01%
11,663
-33,186
4850
$233K ﹤0.01%
5,318
-157