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
4851
$232K ﹤0.01%
16,170
-1,915
4852
$231K ﹤0.01%
55,610
-25,407
4853
$231K ﹤0.01%
9,367
-15,758
4854
$230K ﹤0.01%
4,056
4855
$230K ﹤0.01%
32,457
+26,957
4856
$229K ﹤0.01%
19,228
+19,211
4857
$228K ﹤0.01%
38,087
-356
4858
$228K ﹤0.01%
8,378
-9,133
4859
$227K ﹤0.01%
56,058
-34,876
4860
$226K ﹤0.01%
147,416
+187
4861
$224K ﹤0.01%
19,399
-2,150
4862
$224K ﹤0.01%
33,254
-197
4863
$224K ﹤0.01%
+5,755
4864
$223K ﹤0.01%
14,305
4865
$223K ﹤0.01%
5,253
-2,530
4866
$223K ﹤0.01%
2,473
-2,460
4867
$223K ﹤0.01%
437,241
-176,258
4868
$223K ﹤0.01%
19,108
+5,027
4869
$223K ﹤0.01%
7,687
-7,189
4870
$223K ﹤0.01%
9,505
-9,432
4871
$222K ﹤0.01%
18,824
-491
4872
$221K ﹤0.01%
77,712
-108,024
4873
$221K ﹤0.01%
31,158
-3
4874
$221K ﹤0.01%
7,266
-11,160
4875
$220K ﹤0.01%
22,204
-16,018