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
626
$203M 0.02%
6,396,865
+752,784
627
$202M 0.02%
1,467,702
+421,234
628
$202M 0.02%
2,995,892
-125,406
629
$202M 0.02%
4,008,692
+1,745,167
630
$201M 0.02%
1,695,561
-47,631
631
$201M 0.02%
6,454,503
+474,553
632
$200M 0.02%
2,048,205
-1,569,209
633
$200M 0.02%
5,576,635
+520,144
634
$199M 0.02%
19,474,692
+1,502,674
635
$199M 0.02%
317,441
+8,108
636
$199M 0.02%
1,834,785
-77,305
637
$198M 0.02%
2,716,011
-52,889
638
$197M 0.02%
1,260,859
+203,663
639
$196M 0.02%
4,980,751
+44,962
640
$196M 0.02%
157,082
+60,561
641
$196M 0.02%
1,650,313
+120,451
642
$195M 0.02%
3,729,410
+899,485
643
$193M 0.02%
2,071,567
+508,138
644
$192M 0.02%
6,777,613
-1,882,345
645
$192M 0.02%
1,190,825
+326,904
646
$192M 0.02%
2,312,045
+20,554
647
$192M 0.02%
1,772,673
+611,409
648
$192M 0.02%
4,056,996
+556,980
649
$191M 0.02%
4,503,706
-5,011,233
650
$191M 0.02%
11,393,663
+4,569,977