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
1926
$21M ﹤0.01%
525,209
-104,616
1927
$21M ﹤0.01%
237,171
+34,409
1928
$21M ﹤0.01%
329,097
-128,268
1929
$21M ﹤0.01%
818,055
-743,081
1930
$20.9M ﹤0.01%
438,817
+25,101
1931
$20.9M ﹤0.01%
177,411
+93,550
1932
$20.8M ﹤0.01%
432,745
+76,812
1933
$20.8M ﹤0.01%
551,630
+148,224
1934
$20.8M ﹤0.01%
110,092
+40,017
1935
$20.8M ﹤0.01%
4,416,432
+2,498,931
1936
$20.8M ﹤0.01%
531,718
+160,879
1937
$20.8M ﹤0.01%
590,747
+290,911
1938
$20.8M ﹤0.01%
480,109
-33,793
1939
$20.7M ﹤0.01%
221,410
+4,421
1940
$20.7M ﹤0.01%
1,978,576
+940,663
1941
$20.7M ﹤0.01%
624,139
+330,524
1942
$20.7M ﹤0.01%
974,886
+278,033
1943
$20.6M ﹤0.01%
386,004
+194,423
1944
$20.6M ﹤0.01%
271,779
+210,234
1945
$20.6M ﹤0.01%
1,484,009
+649,696
1946
$20.6M ﹤0.01%
969,613
-201,495
1947
$20.6M ﹤0.01%
484,842
-51,239
1948
$20.5M ﹤0.01%
185,595
+66,041
1949
$20.5M ﹤0.01%
2,507,745
+24,682
1950
$20.4M ﹤0.01%
2,489,379
+1,028,889