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
5001
$170K ﹤0.01%
77,814
+60,035
5002
$169K ﹤0.01%
8,221
-4,463
5003
$168K ﹤0.01%
6,207
-10,977
5004
$168K ﹤0.01%
3,510
-5,123
5005
$168K ﹤0.01%
3,571
-749
5006
$168K ﹤0.01%
5,299
-10,381
5007
$168K ﹤0.01%
7,493
-539
5008
$168K ﹤0.01%
3,310
+428
5009
$168K ﹤0.01%
1,863
+1,862
5010
$167K ﹤0.01%
23,009
-28,064
5011
$166K ﹤0.01%
133,906
5012
$166K ﹤0.01%
8,719
-9,413
5013
$166K ﹤0.01%
11,204
-5,842
5014
$165K ﹤0.01%
20,825
-10,528
5015
$165K ﹤0.01%
152,527
-105,872
5016
$164K ﹤0.01%
3,757
-919
5017
$164K ﹤0.01%
4,191
-18
5018
$164K ﹤0.01%
2,813
+2,622
5019
$163K ﹤0.01%
4,604
-6,203
5020
$163K ﹤0.01%
99,569
-68,100
5021
$163K ﹤0.01%
82,541
-476,096
5022
$162K ﹤0.01%
110,070
-27,314
5023
$161K ﹤0.01%
7,186
-1,380
5024
$161K ﹤0.01%
10,459
-11,977
5025
$161K ﹤0.01%
28,434
-2,097