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
1851
$23M ﹤0.01%
409,553
+61,964
1852
$22.9M ﹤0.01%
316,059
+56,298
1853
$22.9M ﹤0.01%
510,607
+103,050
1854
$22.9M ﹤0.01%
1,027,564
+58,036
1855
$22.8M ﹤0.01%
547,821
-42,381
1856
$22.8M ﹤0.01%
462,267
-53,215
1857
$22.7M ﹤0.01%
197,356
+15,972
1858
$22.7M ﹤0.01%
963,424
-1,455
1859
$22.7M ﹤0.01%
416,752
-160,513
1860
$22.7M ﹤0.01%
250,232
-132,123
1861
$22.7M ﹤0.01%
1,532,304
+595,417
1862
$22.7M ﹤0.01%
635,507
-109,014
1863
$22.7M ﹤0.01%
455,354
+147,457
1864
$22.7M ﹤0.01%
1,014,330
+140,851
1865
$22.7M ﹤0.01%
254,478
+4,738
1866
$22.6M ﹤0.01%
167,991
-5,257
1867
$22.6M ﹤0.01%
1,204,680
+396,139
1868
$22.6M ﹤0.01%
442,575
+30,337
1869
$22.6M ﹤0.01%
982,792
-324,162
1870
$22.6M ﹤0.01%
475,303
+3,191
1871
$22.5M ﹤0.01%
498,436
+4,559
1872
$22.4M ﹤0.01%
923,324
+331,099
1873
$22.4M ﹤0.01%
1,592,889
+895,920
1874
$22.4M ﹤0.01%
11,772,388
+1,976,594
1875
$22.4M ﹤0.01%
375,746
+8,419