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
1001
$85.8M 0.01%
1,237,772
-807,060
1002
$85.8M 0.01%
1,489,897
+500,712
1003
$85.7M 0.01%
1,712,662
+681,536
1004
$85.7M 0.01%
2,754,020
+1,005,252
1005
$85.5M 0.01%
4,775,954
+281,902
1006
$84.7M 0.01%
2,378,314
-228,165
1007
$84.6M 0.01%
653,465
-558,912
1008
$84.5M 0.01%
805,188
+433,269
1009
$84.5M 0.01%
1,601,670
+167,022
1010
$84.4M 0.01%
273,604
+17,264
1011
$84.2M 0.01%
5,152,136
+588,389
1012
$83.8M 0.01%
1,301,542
+97,075
1013
$83.5M 0.01%
400,501
+140,332
1014
$83.4M 0.01%
1,005,152
-267,342
1015
$83.3M 0.01%
1,605,601
+269,893
1016
$83.3M 0.01%
1,987,618
-55,916
1017
$83.1M 0.01%
3,405,989
-898,980
1018
$83M 0.01%
6,952,699
-324,625
1019
$83M 0.01%
1,558,754
-64,589
1020
$82.8M 0.01%
422,507
-6,007
1021
$82.7M 0.01%
440,548
+98,173
1022
$82.7M 0.01%
1,736,893
-159,128
1023
$82.4M 0.01%
711,008
-1,092
1024
$81.5M 0.01%
362,268
+43,856
1025
$81.5M 0.01%
3,311,332
+607,872