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
5026
$161K ﹤0.01%
37,614
-47,142
5027
$161K ﹤0.01%
44,404
-48,795
5028
$160K ﹤0.01%
+7,084
5029
$160K ﹤0.01%
4,300
-2,021
5030
$160K ﹤0.01%
208,453
-390,506
5031
$160K ﹤0.01%
5,548
-2,016
5032
$160K ﹤0.01%
2,697
-971
5033
$160K ﹤0.01%
9,560
-7,000
5034
$160K ﹤0.01%
11,602
-5,300
5035
$159K ﹤0.01%
9,357
-1,141
5036
$159K ﹤0.01%
5,835
-1,139
5037
$158K ﹤0.01%
65,542
-94,251
5038
$158K ﹤0.01%
3,908
+26
5039
$157K ﹤0.01%
3,511
-433
5040
$157K ﹤0.01%
13,516
-13,726
5041
$157K ﹤0.01%
23,736
-47,812
5042
$157K ﹤0.01%
118,615
+31,736
5043
$156K ﹤0.01%
5,849
-5,005
5044
$156K ﹤0.01%
203,184
-178,975
5045
$156K ﹤0.01%
61,037
-166,650
5046
$155K ﹤0.01%
19,550
-57,537
5047
$154K ﹤0.01%
35,263
-23,914
5048
$153K ﹤0.01%
8,350
5049
$153K ﹤0.01%
32,264
-5,226
5050
$153K ﹤0.01%
509
+309