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
5101
$139K ﹤0.01%
6,493
-12,830
5102
$139K ﹤0.01%
6,789
+1,261
5103
$139K ﹤0.01%
24,892
+16,438
5104
$138K ﹤0.01%
20,125
+4,459
5105
$138K ﹤0.01%
37,214
-10,067
5106
$138K ﹤0.01%
3,446
+254
5107
$138K ﹤0.01%
14,711
-21,488
5108
$138K ﹤0.01%
13,171
-9,762
5109
$138K ﹤0.01%
14,839
-24,739
5110
$137K ﹤0.01%
3,403
-394
5111
$137K ﹤0.01%
+4,777
5112
$137K ﹤0.01%
20,724
-5,400
5113
$136K ﹤0.01%
+3,818
5114
$136K ﹤0.01%
6,083
-22,854
5115
$136K ﹤0.01%
55,145
-39,759
5116
$136K ﹤0.01%
4,500
-1,450
5117
$136K ﹤0.01%
15,450
-18,576
5118
$136K ﹤0.01%
2,275
-7,060
5119
$135K ﹤0.01%
7,757
-9,726
5120
$135K ﹤0.01%
23,754
-17,327
5121
$135K ﹤0.01%
4,717
+211
5122
$135K ﹤0.01%
14,268
-17,319
5123
$134K ﹤0.01%
9,223
-5,954
5124
$134K ﹤0.01%
21,870
-4,860
5125
$134K ﹤0.01%
1,080
+1,000