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
1526
$35.5M ﹤0.01%
562,370
-11,558
1527
$35.4M ﹤0.01%
333,246
-2,089,551
1528
$35.3M ﹤0.01%
472,022
-111,947
1529
$35.3M ﹤0.01%
913,450
-10,650
1530
$35.3M ﹤0.01%
152,154
-978
1531
$35.1M ﹤0.01%
834,085
+2,337
1532
$35.1M ﹤0.01%
5,251,573
+1,043,640
1533
$35.1M ﹤0.01%
1,547,229
+202,484
1534
$35M ﹤0.01%
526,893
+200,947
1535
$34.9M ﹤0.01%
362,010
-4,858
1536
$34.9M ﹤0.01%
1,423,488
+343,369
1537
$34.8M ﹤0.01%
1,735,408
+325,724
1538
$34.8M ﹤0.01%
459,316
+9,743
1539
$34.7M ﹤0.01%
1,333,498
+660,905
1540
$34.7M ﹤0.01%
477,823
+61,108
1541
$34.6M ﹤0.01%
1,373,371
+87,855
1542
$34.5M ﹤0.01%
886,696
-182,378
1543
$34.4M ﹤0.01%
1,401,781
+409,682
1544
$34.4M ﹤0.01%
688,381
+506,494
1545
$34.3M ﹤0.01%
921,597
-475,901
1546
$34.3M ﹤0.01%
4,309,442
+1,532,174
1547
$34.2M ﹤0.01%
161,085
-10,619
1548
$34.1M ﹤0.01%
476,535
-165,670
1549
$34.1M ﹤0.01%
528,745
-194,037
1550
$34.1M ﹤0.01%
480,399
-3,141