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
1076
$75.7M 0.01%
875,514
-89,452
1077
$75.6M 0.01%
658,193
+484,519
1078
$75.6M 0.01%
3,484,828
+1,275,206
1079
$75.5M 0.01%
3,607,614
+1,923,727
1080
$75.5M 0.01%
117,639
+22,865
1081
$75.4M 0.01%
2,326,435
-1,122,774
1082
$74.9M 0.01%
188,465
-12,010
1083
$74.8M 0.01%
377,769
+175,022
1084
$74.8M 0.01%
238,930
+92,171
1085
$74.4M 0.01%
4,253,874
+2,714,455
1086
$74M 0.01%
704,685
+201,806
1087
$73.8M 0.01%
1,159,059
+421,573
1088
$73.7M 0.01%
824,485
+105,982
1089
$73.6M 0.01%
3,167,253
+634,477
1090
$73.6M 0.01%
2,322,684
+1,761,248
1091
$73.2M 0.01%
1,912,607
+4,510
1092
$73.1M 0.01%
717,081
+20,976
1093
$73.1M 0.01%
795,790
+52,757
1094
$73.1M 0.01%
40,730
+983
1095
$72.5M 0.01%
484,893
+168,660
1096
$72.5M 0.01%
738,825
+65,878
1097
$72.4M 0.01%
3,710,789
+784,495
1098
$72.4M 0.01%
578,995
-274,320
1099
$72.4M 0.01%
427,110
+62,927
1100
$72.4M 0.01%
303,587
-260,017