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
1626
$31.3M ﹤0.01%
811,638
+249,479
1627
$31.2M ﹤0.01%
247,117
+44,910
1628
$31.2M ﹤0.01%
549,729
+39,424
1629
$31.2M ﹤0.01%
132,280
+22,814
1630
$31.2M ﹤0.01%
796,058
+24,470
1631
$31M ﹤0.01%
448,317
+261,583
1632
$31M ﹤0.01%
1,908,532
+230,229
1633
$30.9M ﹤0.01%
542,749
+68,156
1634
$30.9M ﹤0.01%
6,862,150
+4,699,899
1635
$30.8M ﹤0.01%
1,855,200
-127,815
1636
$30.7M ﹤0.01%
366,284
+280,397
1637
$30.7M ﹤0.01%
508,670
+26,853
1638
$30.6M ﹤0.01%
406,512
-11,349
1639
$30.6M ﹤0.01%
1,705,554
+688,951
1640
$30.6M ﹤0.01%
3,414,778
+372,354
1641
$30.5M ﹤0.01%
233,004
+129,616
1642
$30.5M ﹤0.01%
928,264
+353,548
1643
$30.4M ﹤0.01%
472,723
-372,281
1644
$30.4M ﹤0.01%
309,808
-31,862
1645
$30.3M ﹤0.01%
1,463,524
+421,827
1646
$30.3M ﹤0.01%
8,229,700
+7,942,132
1647
$30.3M ﹤0.01%
916,116
+45,915
1648
$30.3M ﹤0.01%
1,279,420
+204,736
1649
$30.3M ﹤0.01%
385,634
-38,253
1650
$30.3M ﹤0.01%
665,440
-17,559