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
2251
$13.8M ﹤0.01%
427,533
+225,031
2252
$13.7M ﹤0.01%
434,137
-107,862
2253
$13.7M ﹤0.01%
789,268
-67,013
2254
$13.7M ﹤0.01%
144,695
-10,164
2255
$13.7M ﹤0.01%
216,186
-34,614
2256
$13.6M ﹤0.01%
959,900
-11
2257
$13.6M ﹤0.01%
590,744
+241,203
2258
$13.6M ﹤0.01%
242,126
+25,902
2259
$13.5M ﹤0.01%
752,903
+129,221
2260
$13.5M ﹤0.01%
75,844
-15,349
2261
$13.5M ﹤0.01%
163,516
+7,583
2262
$13.5M ﹤0.01%
441,469
+344,172
2263
$13.5M ﹤0.01%
366,626
-142,363
2264
$13.4M ﹤0.01%
126,838
-347
2265
$13.4M ﹤0.01%
603,772
-304,164
2266
$13.4M ﹤0.01%
637,145
+42,294
2267
$13.4M ﹤0.01%
119,081
+8,810
2268
$13.4M ﹤0.01%
555,492
+169,952
2269
$13.3M ﹤0.01%
434,302
+132,264
2270
$13.3M ﹤0.01%
58,444
-3,380
2271
$13.3M ﹤0.01%
5,876,581
-157,763
2272
$13.3M ﹤0.01%
1,010,744
+309,857
2273
$13.3M ﹤0.01%
213,691
+181,731
2274
$13.3M ﹤0.01%
237,011
+5,531
2275
$13.3M ﹤0.01%
407,538
+9,482