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
1751
$26.1M ﹤0.01%
349,880
+118,276
1752
$26.1M ﹤0.01%
403,243
-16,946
1753
$26.1M ﹤0.01%
420,099
+250,601
1754
$26.1M ﹤0.01%
254,882
+12,033
1755
$26M ﹤0.01%
1,528,915
-84,629
1756
$25.9M ﹤0.01%
741,591
+48,611
1757
$25.9M ﹤0.01%
966,238
+143,931
1758
$25.9M ﹤0.01%
1,155,720
+2,738
1759
$25.9M ﹤0.01%
2,304,658
+880,319
1760
$25.9M ﹤0.01%
120,566
+51,312
1761
$25.9M ﹤0.01%
297,567
+3,706
1762
$25.8M ﹤0.01%
458,899
+66,744
1763
$25.7M ﹤0.01%
188,365
+30,539
1764
$25.7M ﹤0.01%
477,665
-924
1765
$25.7M ﹤0.01%
336,447
-17,776
1766
$25.7M ﹤0.01%
1,186,791
-9,154
1767
$25.7M ﹤0.01%
4,308,209
+3,377,972
1768
$25.7M ﹤0.01%
738,896
+209,526
1769
$25.7M ﹤0.01%
555,431
+44,444
1770
$25.6M ﹤0.01%
188,203
-10,744
1771
$25.5M ﹤0.01%
490,125
+46,938
1772
$25.5M ﹤0.01%
643,429
-101,477
1773
$25.5M ﹤0.01%
262,978
+81,559
1774
$25.5M ﹤0.01%
396,707
+130,677
1775
$25.4M ﹤0.01%
212,294
+7,563