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
1501
$36.6M ﹤0.01%
5,809,605
+547,309
1502
$36.6M ﹤0.01%
1,065,874
+177,854
1503
$36.6M ﹤0.01%
995,563
+18,377
1504
$36.5M ﹤0.01%
779,972
-360,993
1505
$36.5M ﹤0.01%
533,134
+96,108
1506
$36.5M ﹤0.01%
598,272
-120,428
1507
$36.5M ﹤0.01%
501,368
+351,275
1508
$36.5M ﹤0.01%
475,360
-445,830
1509
$36.4M ﹤0.01%
638,555
+352,868
1510
$36.4M ﹤0.01%
437,600
-85,312
1511
$36.3M ﹤0.01%
1,599,300
+446,603
1512
$36.3M ﹤0.01%
659,865
-12,223
1513
$36.2M ﹤0.01%
1,428,738
+55,394
1514
$36.2M ﹤0.01%
392,774
+284,015
1515
$36.1M ﹤0.01%
326,769
+26,967
1516
$36.1M ﹤0.01%
409,300
+99,555
1517
$35.9M ﹤0.01%
319,447
+40,894
1518
$35.8M ﹤0.01%
655,998
+131,588
1519
$35.8M ﹤0.01%
1,965,552
+338,383
1520
$35.7M ﹤0.01%
630,545
+20,190
1521
$35.7M ﹤0.01%
1,014,947
+118,068
1522
$35.7M ﹤0.01%
2,013,081
+1,108,886
1523
$35.6M ﹤0.01%
921,353
+155,416
1524
$35.5M ﹤0.01%
2,139,079
+1,450,335
1525
$35.5M ﹤0.01%
2,965,844
+1,556,404