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
5651
$29.5K ﹤0.01%
2,724
-13,503
5652
$29.4K ﹤0.01%
+1
5653
$29.3K ﹤0.01%
7,738
-7,680
5654
$28.9K ﹤0.01%
3,285
+3,279
5655
$28.7K ﹤0.01%
52,244
+51,449
5656
$28.7K ﹤0.01%
8,246
5657
$28.6K ﹤0.01%
4,662
-19,505
5658
$28.6K ﹤0.01%
+1,767
5659
$28.6K ﹤0.01%
9,715
-32,503
5660
$28.5K ﹤0.01%
5,904
+477
5661
$28.2K ﹤0.01%
922
-329
5662
$27.8K ﹤0.01%
5,678
-10,750
5663
$27.7K ﹤0.01%
10,000
+9,993
5664
$27.6K ﹤0.01%
16,273
+6,605
5665
$27.3K ﹤0.01%
+1,605
5666
$27.3K ﹤0.01%
1,602
-2,563
5667
$27.3K ﹤0.01%
1,708
-9,521
5668
$27K ﹤0.01%
4,983
5669
$26.9K ﹤0.01%
688
5670
$26.6K ﹤0.01%
658
-1,073
5671
$26.4K ﹤0.01%
2,050
-4,202
5672
$26.4K ﹤0.01%
531
+410
5673
$26.2K ﹤0.01%
5,000
-5
5674
$26.1K ﹤0.01%
8,383
+8,329
5675
$26K ﹤0.01%
11,313
-20,552