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
1651
$30.2M ﹤0.01%
111,776
+23,172
1652
$30.2M ﹤0.01%
113,114
-1,790
1653
$30.2M ﹤0.01%
1,720,889
+1,054,772
1654
$30.1M ﹤0.01%
274,120
+66,921
1655
$30.1M ﹤0.01%
1,492,391
-59,283
1656
$30.1M ﹤0.01%
1,779,693
-25,990
1657
$30.1M ﹤0.01%
1,207,269
-110,399
1658
$30M ﹤0.01%
854,193
+2,260
1659
$30M ﹤0.01%
2,484,679
+260,802
1660
$29.9M ﹤0.01%
377,420
+28,700
1661
$29.9M ﹤0.01%
490,244
+227,193
1662
$29.9M ﹤0.01%
733,903
+395,674
1663
$29.9M ﹤0.01%
522,647
+216,740
1664
$29.7M ﹤0.01%
986,804
+175,523
1665
$29.7M ﹤0.01%
1,489,597
-83,901
1666
$29.4M ﹤0.01%
312,400
-8,669
1667
$29.4M ﹤0.01%
658,519
+208,709
1668
$29.4M ﹤0.01%
913,191
+316,578
1669
$29.3M ﹤0.01%
558,231
+100,599
1670
$29.3M ﹤0.01%
345,553
+6,326
1671
$29.3M ﹤0.01%
338,031
-2,336
1672
$29.3M ﹤0.01%
985,390
+660,808
1673
$29.3M ﹤0.01%
770,329
+34,952
1674
$29.2M ﹤0.01%
2,482,403
-226,132
1675
$29.2M ﹤0.01%
1,608,383
-5,983