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
1326
$47.4M ﹤0.01%
520,823
-229,556
1327
$47.4M ﹤0.01%
1,758,098
+218,414
1328
$47.2M ﹤0.01%
601,336
+2,358
1329
$47.2M ﹤0.01%
3,077,741
+1,218,241
1330
$47.2M ﹤0.01%
563,315
+22,574
1331
$47.1M ﹤0.01%
1,807,786
-52
1332
$47.1M ﹤0.01%
1,636,443
+514,363
1333
$47.1M ﹤0.01%
1,314,831
+55,311
1334
$47M ﹤0.01%
991,914
+282,646
1335
$47M ﹤0.01%
888,121
+142,332
1336
$46.9M ﹤0.01%
1,337,176
+79,615
1337
$46.7M ﹤0.01%
1,921,763
-242,645
1338
$46.5M ﹤0.01%
1,181,685
-77,853
1339
$46.5M ﹤0.01%
1,349,530
+383,339
1340
$46.4M ﹤0.01%
254,318
+130,755
1341
$46.4M ﹤0.01%
1,771,398
+1,427,678
1342
$46.4M ﹤0.01%
821,408
+251,940
1343
$46.3M ﹤0.01%
1,675,420
+97,663
1344
$46.2M ﹤0.01%
687,700
+158,871
1345
$46.2M ﹤0.01%
606,444
+278,070
1346
$46.2M ﹤0.01%
2,997,719
+1,327,286
1347
$46.1M ﹤0.01%
967,114
-46,772
1348
$46.1M ﹤0.01%
5,120,332
-1,697,447
1349
$46.1M ﹤0.01%
1,012,280
+298,375
1350
$46M ﹤0.01%
2,339,444
+1,165,345