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
5351
$80.5K ﹤0.01%
9,000
5352
$80.5K ﹤0.01%
18,040
-20,639
5353
$80.3K ﹤0.01%
2,992
-425
5354
$80.2K ﹤0.01%
2,454
-136
5355
$79.8K ﹤0.01%
5,963
-3
5356
$79.8K ﹤0.01%
6,915
+353
5357
$79.7K ﹤0.01%
4,578
-7
5358
$79.6K ﹤0.01%
+8,700
5359
$79.6K ﹤0.01%
41,650
-42,769
5360
$79.4K ﹤0.01%
19,421
-32,334
5361
$79.3K ﹤0.01%
11,324
-8
5362
$79.2K ﹤0.01%
+3,800
5363
$79.1K ﹤0.01%
10,988
5364
$79K ﹤0.01%
21,656
-37,297
5365
$78.8K ﹤0.01%
16,621
+7,355
5366
$78.5K ﹤0.01%
6,075
-10,696
5367
$78.4K ﹤0.01%
4,968
+3,882
5368
$78.3K ﹤0.01%
33,312
-1,000
5369
$77.6K ﹤0.01%
9,513
-8,110
5370
$77.6K ﹤0.01%
1,265
-98
5371
$77.6K ﹤0.01%
2,521
-3,207
5372
$77.6K ﹤0.01%
131,249
-93,631
5373
$77.5K ﹤0.01%
1,611
-362
5374
$77.4K ﹤0.01%
7,751
-711
5375
$77.3K ﹤0.01%
1,000