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
4901
$211K ﹤0.01%
23,169
-18,183
4902
$211K ﹤0.01%
22,308
-1,406
4903
$210K ﹤0.01%
68,703
-15,737
4904
$209K ﹤0.01%
6,037
-19,868
4905
$209K ﹤0.01%
6,494
-14,318
4906
$209K ﹤0.01%
2,949
-5,053
4907
$209K ﹤0.01%
5,672
+22
4908
$208K ﹤0.01%
11,142
-18,091
4909
$208K ﹤0.01%
3,000
+541
4910
$207K ﹤0.01%
40,201
-12,800
4911
$207K ﹤0.01%
5,474
+2,300
4912
$207K ﹤0.01%
5,519
-5,306
4913
$206K ﹤0.01%
85,872
-124,853
4914
$206K ﹤0.01%
2,188
-136
4915
$205K ﹤0.01%
+13,727
4916
$205K ﹤0.01%
10,693
+4,740
4917
$205K ﹤0.01%
38,380
-14,585
4918
$204K ﹤0.01%
4,929
+3
4919
$203K ﹤0.01%
1,249
-1,891
4920
$203K ﹤0.01%
6,265
-7,153
4921
$203K ﹤0.01%
24,407
+1,362
4922
$202K ﹤0.01%
4,180
-6,248
4923
$201K ﹤0.01%
56,402
+24,838
4924
$200K ﹤0.01%
206,254
+29,999
4925
$199K ﹤0.01%
18,685
+575