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
2151
$15.6M ﹤0.01%
1,323,126
-112
2152
$15.6M ﹤0.01%
137,894
+11,675
2153
$15.6M ﹤0.01%
1,391,876
+608,813
2154
$15.6M ﹤0.01%
317,300
+70,062
2155
$15.5M ﹤0.01%
321,174
-8,810
2156
$15.5M ﹤0.01%
318,483
-82,072
2157
$15.5M ﹤0.01%
170,465
+3,512
2158
$15.5M ﹤0.01%
670,923
+420,069
2159
$15.5M ﹤0.01%
490,975
+157,407
2160
$15.4M ﹤0.01%
572,800
+151,691
2161
$15.4M ﹤0.01%
868,512
+34,548
2162
$15.4M ﹤0.01%
1,053,325
+11,118
2163
$15.4M ﹤0.01%
451,059
+281,850
2164
$15.4M ﹤0.01%
425,721
+9,060
2165
$15.4M ﹤0.01%
345,308
+172,035
2166
$15.4M ﹤0.01%
217,436
+10,466
2167
$15.3M ﹤0.01%
600,917
+60,829
2168
$15.3M ﹤0.01%
752,033
-7,407
2169
$15.2M ﹤0.01%
239,053
+19,865
2170
$15.2M ﹤0.01%
666,044
+10,813
2171
$15.2M ﹤0.01%
641,355
+224,617
2172
$15.2M ﹤0.01%
811,420
+146,660
2173
$15.2M ﹤0.01%
3,554,417
-202,324
2174
$15.2M ﹤0.01%
106,748
-13,246
2175
$15.2M ﹤0.01%
511,298
+147,587