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
1801
$24.4M ﹤0.01%
533,420
+19,782
1802
$24.4M ﹤0.01%
519,837
+69,090
1803
$24.4M ﹤0.01%
167,753
+37,923
1804
$24.4M ﹤0.01%
848,512
+42,827
1805
$24.4M ﹤0.01%
1,027,798
-563,634
1806
$24.3M ﹤0.01%
1,514,076
+1,089,501
1807
$24.3M ﹤0.01%
1,647,139
-319,126
1808
$24.2M ﹤0.01%
325,884
+8,829
1809
$24.1M ﹤0.01%
256,096
-33,611
1810
$24.1M ﹤0.01%
102,772
-4,950
1811
$24M ﹤0.01%
639,832
+370,884
1812
$24M ﹤0.01%
186,127
+2,443
1813
$24M ﹤0.01%
872,158
-90,772
1814
$23.9M ﹤0.01%
852,769
+193,224
1815
$23.9M ﹤0.01%
1,136,811
-26,187
1816
$23.9M ﹤0.01%
945,249
+46,182
1817
$23.9M ﹤0.01%
199,243
+76,081
1818
$23.9M ﹤0.01%
527,592
+134,542
1819
$23.9M ﹤0.01%
2,142,353
+528,220
1820
$23.8M ﹤0.01%
456,517
-62,878
1821
$23.7M ﹤0.01%
1,301,069
+20,717
1822
$23.7M ﹤0.01%
2,250,177
+1,488,805
1823
$23.7M ﹤0.01%
960,812
+19,919
1824
$23.7M ﹤0.01%
2,604,897
-84,341
1825
$23.7M ﹤0.01%
1,695,532
+298,386