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
5201
$113K ﹤0.01%
4,160
-9,824
5202
$113K ﹤0.01%
9,425
+8,905
5203
$113K ﹤0.01%
33,106
-1,208
5204
$113K ﹤0.01%
6,562
-1,116
5205
$112K ﹤0.01%
5,635
+793
5206
$112K ﹤0.01%
8,506
-19,087
5207
$112K ﹤0.01%
27,225
5208
$112K ﹤0.01%
56,802
-133,020
5209
$112K ﹤0.01%
4,306
-91
5210
$111K ﹤0.01%
18,540
-28,974
5211
$111K ﹤0.01%
14,708
-30,563
5212
$111K ﹤0.01%
8,522
-84,878
5213
$111K ﹤0.01%
4,058
-4,460
5214
$111K ﹤0.01%
3,193
-9,221
5215
$110K ﹤0.01%
5,516
-12,400
5216
$109K ﹤0.01%
12,921
-33,178
5217
$109K ﹤0.01%
22,153
-21,124
5218
$109K ﹤0.01%
13,979
-20,651
5219
$109K ﹤0.01%
39,254
-209,944
5220
$108K ﹤0.01%
4,155
-8,344
5221
$108K ﹤0.01%
4,746
-39,556
5222
$108K ﹤0.01%
12,813
-26,579
5223
$108K ﹤0.01%
5,809
-11,592
5224
$108K ﹤0.01%
11,642
5225
$108K ﹤0.01%
20,004
+1,795