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
5151
$127K ﹤0.01%
6,628
+4,369
5152
$126K ﹤0.01%
88,183
+4,000
5153
$125K ﹤0.01%
3,797
-4,621
5154
$125K ﹤0.01%
4,355
-3,650
5155
$124K ﹤0.01%
28,014
-9,864
5156
$124K ﹤0.01%
15,737
-15,260
5157
$124K ﹤0.01%
4,076
-1,578
5158
$124K ﹤0.01%
26,046
-30,877
5159
$124K ﹤0.01%
11,687
-15
5160
$124K ﹤0.01%
20,709
-39,818
5161
$124K ﹤0.01%
4,353
-1,910
5162
$124K ﹤0.01%
2,111
-587
5163
$123K ﹤0.01%
42,582
-44,064
5164
$123K ﹤0.01%
33,668
-11,185
5165
$123K ﹤0.01%
+5,174
5166
$123K ﹤0.01%
120,534
-111,199
5167
$122K ﹤0.01%
39,367
-40,614
5168
$122K ﹤0.01%
10,000
5169
$122K ﹤0.01%
1,546
-141
5170
$121K ﹤0.01%
10,113
-255
5171
$120K ﹤0.01%
20,760
-21,162
5172
$120K ﹤0.01%
8,072
+433
5173
$120K ﹤0.01%
25,967
-500
5174
$120K ﹤0.01%
11,691
+11,685
5175
$120K ﹤0.01%
19,221
-21,029