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
1951
$20.3M ﹤0.01%
236,221
+38,292
1952
$20.3M ﹤0.01%
776,830
+170,489
1953
$20.3M ﹤0.01%
2,103,472
+484,259
1954
$20.3M ﹤0.01%
905,274
+25,027
1955
$20.3M ﹤0.01%
923,233
+105,845
1956
$20.2M ﹤0.01%
332,816
+198,824
1957
$20.1M ﹤0.01%
451,283
+8,063
1958
$20.1M ﹤0.01%
740,865
-34,959
1959
$20.1M ﹤0.01%
430,536
+87,124
1960
$20.1M ﹤0.01%
1,752,937
+63,956
1961
$20.1M ﹤0.01%
174,490
+3,494
1962
$20.1M ﹤0.01%
211,003
+29,228
1963
$20.1M ﹤0.01%
2,498,563
+998,416
1964
$20M ﹤0.01%
442,224
+197,055
1965
$20M ﹤0.01%
481,254
+26,932
1966
$20M ﹤0.01%
162,431
-2,535
1967
$20M ﹤0.01%
303,707
+4,820
1968
$20M ﹤0.01%
353,747
-10,931
1969
$20M ﹤0.01%
1,303,747
+644,660
1970
$19.9M ﹤0.01%
186,361
+273
1971
$19.9M ﹤0.01%
261,427
+60,017
1972
$19.9M ﹤0.01%
88,103
-32,000
1973
$19.8M ﹤0.01%
548,421
+69,154
1974
$19.7M ﹤0.01%
918,175
+359,917
1975
$19.7M ﹤0.01%
1,250,056
+42,416