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
2201
$14.8M ﹤0.01%
185,713
+9,546
2202
$14.8M ﹤0.01%
386,480
+189,053
2203
$14.8M ﹤0.01%
188,117
+69,578
2204
$14.8M ﹤0.01%
925,269
-172,773
2205
$14.8M ﹤0.01%
903,748
-35,595
2206
$14.8M ﹤0.01%
257,464
+29,038
2207
$14.7M ﹤0.01%
823,799
+445,545
2208
$14.7M ﹤0.01%
341,617
-213,802
2209
$14.7M ﹤0.01%
737,211
-243,551
2210
$14.7M ﹤0.01%
4,905,527
+1,567,921
2211
$14.7M ﹤0.01%
414,033
-18,885
2212
$14.6M ﹤0.01%
324,680
+65,338
2213
$14.6M ﹤0.01%
2,719,518
+285,203
2214
$14.6M ﹤0.01%
822,207
+12,882
2215
$14.6M ﹤0.01%
133,745
-5,901
2216
$14.5M ﹤0.01%
388,318
+186,698
2217
$14.4M ﹤0.01%
909,339
+107,689
2218
$14.4M ﹤0.01%
366,953
+10,116
2219
$14.4M ﹤0.01%
673,839
+420,552
2220
$14.4M ﹤0.01%
1,355,413
-9,017
2221
$14.4M ﹤0.01%
189,047
+164
2222
$14.4M ﹤0.01%
1,047,561
+426,391
2223
$14.4M ﹤0.01%
767,460
-78,360
2224
$14.3M ﹤0.01%
544,978
-18,281
2225
$14.3M ﹤0.01%
1,231,629
-77