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
1101
$72.2M 0.01%
1,461,615
+45,074
1102
$72.1M 0.01%
1,116,782
-29,918
1103
$72.1M 0.01%
547,895
+111,958
1104
$71.8M 0.01%
8,866
-92
1105
$71.7M 0.01%
1,695,143
+173,559
1106
$71.5M 0.01%
2,287,790
+723,944
1107
$71.5M 0.01%
511,605
-36,483
1108
$71.2M 0.01%
3,351,871
-400,375
1109
$71.2M 0.01%
713,701
+224,111
1110
$71.1M 0.01%
1,765,165
+1,392,074
1111
$70.9M 0.01%
272,087
-90,599
1112
$70.7M 0.01%
3,592,951
+2,402,227
1113
$70.6M 0.01%
7,134,157
+3,103,346
1114
$70.5M 0.01%
2,821,639
-47,026
1115
$70.4M 0.01%
610,054
+306,439
1116
$70M 0.01%
884,713
+104,604
1117
$69.9M 0.01%
713,862
+141,006
1118
$69.7M 0.01%
484,231
+5,012
1119
$69.3M 0.01%
825,895
-55,323
1120
$69M 0.01%
1,697,152
+509,493
1121
$69M 0.01%
4,972,317
-948,496
1122
$69M 0.01%
3,741,514
+824,233
1123
$68.7M 0.01%
1,448,462
-328,730
1124
$68.5M 0.01%
858,762
+73,168
1125
$68.4M 0.01%
567,962
+97,478