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
1726
$26.9M ﹤0.01%
1,395,520
+655,043
1727
$26.9M ﹤0.01%
412,206
+163,536
1728
$26.8M ﹤0.01%
581,114
+32,605
1729
$26.8M ﹤0.01%
1,005,627
+415,938
1730
$26.8M ﹤0.01%
91,584
-214,754
1731
$26.8M ﹤0.01%
249,308
+51,418
1732
$26.7M ﹤0.01%
154,203
+6,339
1733
$26.7M ﹤0.01%
579,430
-159,645
1734
$26.6M ﹤0.01%
285,277
+54,831
1735
$26.5M ﹤0.01%
194,802
+14,414
1736
$26.5M ﹤0.01%
1,199,391
+406,572
1737
$26.5M ﹤0.01%
1,218,226
+162,246
1738
$26.5M ﹤0.01%
236,458
-229,202
1739
$26.5M ﹤0.01%
1,315,326
+969,760
1740
$26.4M ﹤0.01%
391,756
+66,823
1741
$26.4M ﹤0.01%
396,778
-92,431
1742
$26.4M ﹤0.01%
1,134,171
-2,244,159
1743
$26.3M ﹤0.01%
597,428
+95,554
1744
$26.3M ﹤0.01%
1,132,865
-74,025
1745
$26.3M ﹤0.01%
913,225
+474,061
1746
$26.3M ﹤0.01%
606,298
+151,220
1747
$26.3M ﹤0.01%
975,987
+490,605
1748
$26.2M ﹤0.01%
1,611,692
+850,209
1749
$26.2M ﹤0.01%
402,959
+156,413
1750
$26.2M ﹤0.01%
+494,323