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
2076
$17.5M ﹤0.01%
851,976
+393,338
2077
$17.5M ﹤0.01%
270,967
+93,381
2078
$17.5M ﹤0.01%
810,280
-4,576
2079
$17.5M ﹤0.01%
+544,158
2080
$17.5M ﹤0.01%
181,001
+22,764
2081
$17.4M ﹤0.01%
90,122
+25,954
2082
$17.4M ﹤0.01%
326,394
+49,243
2083
$17.4M ﹤0.01%
596,002
-891,789
2084
$17.4M ﹤0.01%
540,005
-51,782
2085
$17.4M ﹤0.01%
308,353
+85,057
2086
$17.3M ﹤0.01%
361,319
-9,737
2087
$17.2M ﹤0.01%
626,423
+246,638
2088
$17.1M ﹤0.01%
1,240,740
+1,194,784
2089
$17.1M ﹤0.01%
346,073
+1,943
2090
$17.1M ﹤0.01%
1,870,417
+1,393,290
2091
$17M ﹤0.01%
201,235
+9,171
2092
$17M ﹤0.01%
1,127,249
+448,268
2093
$17M ﹤0.01%
438,023
-19,691
2094
$17M ﹤0.01%
213,292
+31,112
2095
$17M ﹤0.01%
3,579,408
+193,826
2096
$17M ﹤0.01%
1,702,914
+917,637
2097
$17M ﹤0.01%
398,825
-37,195
2098
$17M ﹤0.01%
673,354
+385,951
2099
$16.9M ﹤0.01%
219,023
-56,965
2100
$16.9M ﹤0.01%
411,521
-82,807