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
1826
$23.6M ﹤0.01%
810,742
-1,144,870
1827
$23.6M ﹤0.01%
836,729
-10,510
1828
$23.6M ﹤0.01%
856,720
+269,988
1829
$23.6M ﹤0.01%
266,683
-63,920
1830
$23.5M ﹤0.01%
916,638
-80,686
1831
$23.5M ﹤0.01%
405,478
+103,431
1832
$23.4M ﹤0.01%
356,928
+77,775
1833
$23.4M ﹤0.01%
1,081,351
-1,752
1834
$23.4M ﹤0.01%
293,628
-12,738
1835
$23.4M ﹤0.01%
1,787,366
+10,912
1836
$23.4M ﹤0.01%
345,039
+77,342
1837
$23.3M ﹤0.01%
1,386,072
+142,335
1838
$23.3M ﹤0.01%
1,422,431
-125,708
1839
$23.3M ﹤0.01%
292,786
+53,329
1840
$23.3M ﹤0.01%
384,377
+54,284
1841
$23.3M ﹤0.01%
99,861
+13,400
1842
$23.2M ﹤0.01%
359,962
+54,819
1843
$23.2M ﹤0.01%
472,427
+103,423
1844
$23.2M ﹤0.01%
250,208
+19,633
1845
$23.2M ﹤0.01%
250,430
+120,973
1846
$23.1M ﹤0.01%
199,295
+61,101
1847
$23.1M ﹤0.01%
279,858
+113,544
1848
$23.1M ﹤0.01%
731,613
+156,273
1849
$23.1M ﹤0.01%
3,543,037
+1,212,133
1850
$23.1M ﹤0.01%
1,501,860
-1,200,801