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
1351
$45.9M ﹤0.01%
320,084
+31,384
1352
$45.8M ﹤0.01%
1,013,902
+18,682
1353
$45.7M ﹤0.01%
1,386,111
+535,833
1354
$45.6M ﹤0.01%
928,568
+467,619
1355
$45.6M ﹤0.01%
527,970
+130,761
1356
$45.4M ﹤0.01%
402,728
+13,609
1357
$45M ﹤0.01%
133,925
-1,020,714
1358
$45M ﹤0.01%
1,203,395
-224,548
1359
$45M ﹤0.01%
408,647
+91,810
1360
$45M ﹤0.01%
1,491,098
+737,801
1361
$44.9M ﹤0.01%
1,168,680
+56,206
1362
$44.8M ﹤0.01%
651,905
+11,307
1363
$44.7M ﹤0.01%
1,204,672
+14,048
1364
$44.7M ﹤0.01%
629,291
+383,068
1365
$44.7M ﹤0.01%
5,820,383
+173,394
1366
$44.6M ﹤0.01%
466,649
-21,471
1367
$44.5M ﹤0.01%
974,989
+269,564
1368
$44.4M ﹤0.01%
425,689
+103,533
1369
$44.4M ﹤0.01%
465,635
-73,202
1370
$44.3M ﹤0.01%
663,574
+111,342
1371
$44.3M ﹤0.01%
901,804
+426,356
1372
$44.3M ﹤0.01%
222,398
+51,483
1373
$44.2M ﹤0.01%
850,298
-215,877
1374
$44.2M ﹤0.01%
10,017,151
+451,593
1375
$44.1M ﹤0.01%
1,050,885
+158,362