Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 14.92%
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
501
$284M 0.03%
5,591,213
+398,004
502
$282M 0.03%
620,149
+8,498
503
$282M 0.03%
2,139,247
+146,629
504
$281M 0.03%
1,822,359
+352,965
505
$281M 0.03%
6,707,764
+755,265
506
$281M 0.03%
2,764,272
+246,277
507
$280M 0.03%
932,799
-20,188
508
$280M 0.03%
5,864,336
-227,750
509
$280M 0.03%
1,497,476
+5,771
510
$280M 0.03%
1,433,236
+276,816
511
$279M 0.03%
3,654,833
-300,035
512
$277M 0.03%
3,088,907
+1,918,171
513
$277M 0.03%
10,588,285
-318,442
514
$277M 0.03%
6,470,120
+1,843,470
515
$276M 0.03%
3,117,906
+193,963
516
$276M 0.03%
6,628,406
+1,392,066
517
$275M 0.03%
8,215,556
-76,138
518
$273M 0.02%
2,704,340
-407,878
519
$272M 0.02%
17,276,852
+1,951,282
520
$272M 0.02%
6,641,814
+70,269
521
$272M 0.02%
4,160,140
-621,280
522
$272M 0.02%
11,284,762
-1,499,336
523
$271M 0.02%
7,986,591
-685,177
524
$271M 0.02%
2,036,530
+356,168
525
$271M 0.02%
692,942
+103,297