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
1601
$32.2M ﹤0.01%
539,557
+65,751
1602
$32.2M ﹤0.01%
1,764,772
+990,375
1603
$32M ﹤0.01%
379,063
-116,404
1604
$32M ﹤0.01%
278,817
+7,204
1605
$31.9M ﹤0.01%
323,989
+16,994
1606
$31.9M ﹤0.01%
422,133
+111,473
1607
$31.9M ﹤0.01%
559,474
+25,661
1608
$31.9M ﹤0.01%
335,775
+24,559
1609
$31.8M ﹤0.01%
853,719
-98,755
1610
$31.8M ﹤0.01%
958,323
+289,053
1611
$31.8M ﹤0.01%
272,059
+5,256
1612
$31.7M ﹤0.01%
479,951
+179,342
1613
$31.7M ﹤0.01%
594,241
+186,321
1614
$31.7M ﹤0.01%
424,572
+53,627
1615
$31.7M ﹤0.01%
1,706,070
+62,060
1616
$31.6M ﹤0.01%
341,745
+7,002
1617
$31.6M ﹤0.01%
853,451
+49,169
1618
$31.5M ﹤0.01%
217,707
-282,448
1619
$31.5M ﹤0.01%
1,086,605
+739,446
1620
$31.5M ﹤0.01%
744,747
+157,064
1621
$31.5M ﹤0.01%
699,660
-572,111
1622
$31.4M ﹤0.01%
343,789
+148,221
1623
$31.4M ﹤0.01%
534,865
+12,448
1624
$31.4M ﹤0.01%
113,803
+29,721
1625
$31.4M ﹤0.01%
104,224
-5,702