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
2301
$12.9M ﹤0.01%
168,659
+46,404
2302
$12.9M ﹤0.01%
303,024
-2,753
2303
$12.9M ﹤0.01%
272,489
+242,172
2304
$12.9M ﹤0.01%
385,092
-49,488
2305
$12.9M ﹤0.01%
656,781
+92,424
2306
$12.9M ﹤0.01%
259,422
+74,707
2307
$12.9M ﹤0.01%
113,379
+9,946
2308
$12.8M ﹤0.01%
184,116
-45,037
2309
$12.8M ﹤0.01%
145,092
-13,520
2310
$12.8M ﹤0.01%
205,820
+77,315
2311
$12.8M ﹤0.01%
556,315
+39,185
2312
$12.8M ﹤0.01%
125,588
+10,258
2313
$12.8M ﹤0.01%
194,031
+72,997
2314
$12.8M ﹤0.01%
82,092
+3,441
2315
$12.8M ﹤0.01%
407,460
-8,424
2316
$12.7M ﹤0.01%
517,713
+91,438
2317
$12.7M ﹤0.01%
461,632
+49,549
2318
$12.7M ﹤0.01%
473,224
-879,117
2319
$12.7M ﹤0.01%
1,060,270
+28,330
2320
$12.7M ﹤0.01%
158,492
+52,058
2321
$12.7M ﹤0.01%
246,659
-24,493
2322
$12.7M ﹤0.01%
482,664
+80,219
2323
$12.7M ﹤0.01%
461,923
+24,121
2324
$12.7M ﹤0.01%
277,146
+231,870
2325
$12.6M ﹤0.01%
263,367
+5,485