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
5401
$70.7K ﹤0.01%
1,540
5402
$70.7K ﹤0.01%
8,690
-4,668
5403
$70.4K ﹤0.01%
84,068
+37,304
5404
$70.2K ﹤0.01%
21,894
-15,810
5405
$70.1K ﹤0.01%
1,248
-6,356
5406
$69.2K ﹤0.01%
1,436
+390
5407
$69K ﹤0.01%
6,656
+2,075
5408
$68.7K ﹤0.01%
2,313
+1,430
5409
$68.5K ﹤0.01%
1,540
5410
$68.4K ﹤0.01%
24,445
+19,332
5411
$68.2K ﹤0.01%
5,335
+2,923
5412
$68.2K ﹤0.01%
9,822
+6,730
5413
$68.1K ﹤0.01%
1,342
-158
5414
$67.9K ﹤0.01%
1,432
-1,245
5415
$67.7K ﹤0.01%
1,824
+1,820
5416
$67.6K ﹤0.01%
10,428
+9,412
5417
$67.5K ﹤0.01%
9,933
-14,942
5418
$66.9K ﹤0.01%
3,686
-75,524
5419
$66.7K ﹤0.01%
2,349
5420
$66.5K ﹤0.01%
21,939
+2,868
5421
$66.2K ﹤0.01%
8,117
+1,000
5422
$66.2K ﹤0.01%
1,724
-482
5423
$66.1K ﹤0.01%
5,875
+1,000
5424
$66K ﹤0.01%
27,600
-110,392
5425
$66K ﹤0.01%
91,981
-266,275