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
601
$215M 0.02%
1,085,744
+327,991
602
$215M 0.02%
5,401,381
-367,675
603
$214M 0.02%
1,795,670
+337,139
604
$213M 0.02%
406,900
+105,507
605
$213M 0.02%
1,906,466
+550,227
606
$213M 0.02%
139,768
-1,700
607
$212M 0.02%
2,034,413
+459,558
608
$212M 0.02%
1,755,578
+98,913
609
$211M 0.02%
2,108,141
+237,262
610
$211M 0.02%
2,010,009
+294,506
611
$211M 0.02%
3,602,949
-1,201,662
612
$211M 0.02%
3,023,532
+21,111
613
$209M 0.02%
528,296
+31,923
614
$209M 0.02%
66,494,687
+23,129,318
615
$207M 0.02%
1,343,118
+582,925
616
$207M 0.02%
7,136,560
+690,612
617
$207M 0.02%
2,490,267
+825,628
618
$206M 0.02%
5,741,521
+470,192
619
$206M 0.02%
7,393,701
+526,434
620
$206M 0.02%
804,900
+207,546
621
$206M 0.02%
6,632,122
+38,753
622
$206M 0.02%
1,113,298
+6,431
623
$206M 0.02%
9,942,372
+4,723,222
624
$205M 0.02%
1,827,331
+167,717
625
$205M 0.02%
9,705,311
+3,530,286