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
1701
$28.1M ﹤0.01%
1,144,448
+113,040
1702
$27.9M ﹤0.01%
121,516
+48,384
1703
$27.9M ﹤0.01%
364,088
+38,781
1704
$27.8M ﹤0.01%
258,437
+21,901
1705
$27.8M ﹤0.01%
1,233,952
+88,663
1706
$27.7M ﹤0.01%
553,896
+51,552
1707
$27.7M ﹤0.01%
610,528
-166,714
1708
$27.6M ﹤0.01%
1,572,916
+939,100
1709
$27.6M ﹤0.01%
200,468
+10,174
1710
$27.5M ﹤0.01%
129,156
+69,593
1711
$27.5M ﹤0.01%
470,658
+374,487
1712
$27.5M ﹤0.01%
130,633
+9,765
1713
$27.5M ﹤0.01%
713,185
+234,674
1714
$27.4M ﹤0.01%
1,018,488
+224,750
1715
$27.4M ﹤0.01%
86,288
-93,728
1716
$27.4M ﹤0.01%
909,562
+562,333
1717
$27.3M ﹤0.01%
290,000
-81,354
1718
$27.3M ﹤0.01%
508,734
+109,367
1719
$27.3M ﹤0.01%
1,164,598
-3,712,398
1720
$27.3M ﹤0.01%
638,728
+119,089
1721
$27.3M ﹤0.01%
1,075,766
-25,028
1722
$27.2M ﹤0.01%
733,141
+317,940
1723
$27M ﹤0.01%
996,128
-47,703
1724
$27M ﹤0.01%
2,376,525
+2,100,638
1725
$26.9M ﹤0.01%
413,092
+177,327