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
1551
$34M ﹤0.01%
721,210
+178,404
1552
$33.9M ﹤0.01%
2,037,053
+1,003,167
1553
$33.9M ﹤0.01%
387,441
+5,259
1554
$33.8M ﹤0.01%
412,415
-358,208
1555
$33.8M ﹤0.01%
1,615,600
+557,013
1556
$33.8M ﹤0.01%
154,139
+15,764
1557
$33.8M ﹤0.01%
1,029,625
+19,992
1558
$33.8M ﹤0.01%
3,158,143
-64,477
1559
$33.8M ﹤0.01%
926,310
+38,555
1560
$33.7M ﹤0.01%
315,174
+11,821
1561
$33.7M ﹤0.01%
332,413
-29,200
1562
$33.7M ﹤0.01%
1,521,275
+681,811
1563
$33.7M ﹤0.01%
377,254
-1,977
1564
$33.7M ﹤0.01%
131,840
+15,102
1565
$33.6M ﹤0.01%
414,016
+51,691
1566
$33.5M ﹤0.01%
506,289
+154,037
1567
$33.5M ﹤0.01%
2,201,450
+1,618,362
1568
$33.5M ﹤0.01%
375,171
+58,903
1569
$33.5M ﹤0.01%
1,229,331
+125,243
1570
$33.3M ﹤0.01%
303,700
-1,576
1571
$33.3M ﹤0.01%
745,597
-33,997
1572
$33.3M ﹤0.01%
589,269
+21,732
1573
$33.2M ﹤0.01%
952,867
+224,757
1574
$33.2M ﹤0.01%
867,296
+473,101
1575
$33.2M ﹤0.01%
395,418
+264,389