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
1476
$38.3M ﹤0.01%
283,220
-8,710
1477
$38.3M ﹤0.01%
1,159,026
+335,751
1478
$38.2M ﹤0.01%
1,704,172
-300,762
1479
$38.1M ﹤0.01%
784,535
+162,001
1480
$38M ﹤0.01%
442,390
+86,727
1481
$37.9M ﹤0.01%
238,682
+103,224
1482
$37.9M ﹤0.01%
865,887
+551,263
1483
$37.6M ﹤0.01%
615,523
+383,441
1484
$37.6M ﹤0.01%
311,113
+45,787
1485
$37.6M ﹤0.01%
1,757,428
+310,135
1486
$37.4M ﹤0.01%
555,202
+47,891
1487
$37.4M ﹤0.01%
846,820
+34,609
1488
$37.3M ﹤0.01%
303,564
+136,717
1489
$37.3M ﹤0.01%
885,662
+82,515
1490
$37.3M ﹤0.01%
1,035,424
+13,063
1491
$37.3M ﹤0.01%
968,310
+404,434
1492
$37.2M ﹤0.01%
215,714
+25,682
1493
$37.1M ﹤0.01%
436,241
+34,042
1494
$37.1M ﹤0.01%
408,593
-216,701
1495
$37M ﹤0.01%
240,898
-21,742
1496
$37M ﹤0.01%
317,084
-3,856
1497
$36.9M ﹤0.01%
491,595
-53,536
1498
$36.9M ﹤0.01%
361,512
+2,401
1499
$36.7M ﹤0.01%
239,144
-8,205
1500
$36.7M ﹤0.01%
744,774
-106,114