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
4976
$178K ﹤0.01%
48,435
+45,545
4977
$177K ﹤0.01%
42,343
-546
4978
$177K ﹤0.01%
36,099
-8,780
4979
$177K ﹤0.01%
68,463
-23,488
4980
$177K ﹤0.01%
6,539
-7,748
4981
$176K ﹤0.01%
+6,232
4982
$176K ﹤0.01%
13,314
-18,226
4983
$176K ﹤0.01%
22,796
+155
4984
$176K ﹤0.01%
3,139
-7,790
4985
$175K ﹤0.01%
97,497
-7,895
4986
$175K ﹤0.01%
155,152
+29,636
4987
$175K ﹤0.01%
16,411
+107
4988
$175K ﹤0.01%
+23,596
4989
$175K ﹤0.01%
26,129
+348
4990
$174K ﹤0.01%
20,664
-3,000
4991
$174K ﹤0.01%
13,123
+5,571
4992
$173K ﹤0.01%
84,913
-99,436
4993
$173K ﹤0.01%
58,794
-73,488
4994
$173K ﹤0.01%
32,402
-390
4995
$172K ﹤0.01%
12,194
-7,989
4996
$172K ﹤0.01%
69,024
-92,796
4997
$172K ﹤0.01%
2,722
4998
$171K ﹤0.01%
1,406
+20
4999
$170K ﹤0.01%
4,956
+27
5000
$170K ﹤0.01%
8,257
-7,226