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
1201
$60M 0.01%
1,174,840
+1,154,779
1202
$60M 0.01%
585,116
-13,584
1203
$60M 0.01%
2,089,716
+1,837,258
1204
$60M 0.01%
960,327
+106,210
1205
$59.6M 0.01%
1,092,716
-1,004,036
1206
$59.4M 0.01%
2,017,601
+134,755
1207
$59.4M 0.01%
839,900
-165,778
1208
$59.4M 0.01%
413,166
+20,674
1209
$59.2M 0.01%
1,474,848
+40,656
1210
$59.2M 0.01%
1,184,387
+96,183
1211
$59.1M 0.01%
1,662,809
+492,393
1212
$58.8M 0.01%
863,214
+172,044
1213
$58.7M 0.01%
4,161,857
+1,791,916
1214
$58.6M 0.01%
1,577,914
-43,817
1215
$58.6M 0.01%
479,815
+104,534
1216
$58.4M 0.01%
1,960,407
+216,951
1217
$58.3M 0.01%
581,743
-56,307
1218
$58.2M 0.01%
2,154,591
+289,732
1219
$58.1M 0.01%
143,728
+7,678
1220
$57.9M 0.01%
1,198,766
-395,314
1221
$57.9M 0.01%
1,243,090
-94,275
1222
$57.8M 0.01%
1,903,242
+559,256
1223
$57.6M 0.01%
551,022
+350,055
1224
$57.6M 0.01%
531,975
+16,558
1225
$57.6M 0.01%
1,507,575
+172,069