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
5301
$90.2K ﹤0.01%
1,565
-290
5302
$90.1K ﹤0.01%
4,096
-22,983
5303
$90.1K ﹤0.01%
5,968
-2,950
5304
$89.9K ﹤0.01%
45,414
-46,082
5305
$89.6K ﹤0.01%
3,069
-1,693
5306
$88.6K ﹤0.01%
+3,390
5307
$88.4K ﹤0.01%
11,551
+4,518
5308
$87.9K ﹤0.01%
3,457
+167
5309
$87.7K ﹤0.01%
3,927
-5,038
5310
$87.6K ﹤0.01%
10,166
-23,732
5311
$87.6K ﹤0.01%
4,385
+354
5312
$87.2K ﹤0.01%
30,068
+984
5313
$86.4K ﹤0.01%
1,899
+372
5314
$86.4K ﹤0.01%
4,550
5315
$86.4K ﹤0.01%
1,981
-1,093
5316
$86.3K ﹤0.01%
51,367
-183,060
5317
$86.3K ﹤0.01%
7,844
-30
5318
$86.2K ﹤0.01%
3,454
5319
$86.2K ﹤0.01%
16,536
-46,937
5320
$86.1K ﹤0.01%
5,923
+5,866
5321
$85.8K ﹤0.01%
1,297
-162
5322
$85.7K ﹤0.01%
83,194
-67,253
5323
$85.7K ﹤0.01%
3,374
+271
5324
$85.6K ﹤0.01%
11,165
+3,822
5325
$85.6K ﹤0.01%
2,350
-5,200