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
2326
$12.6M ﹤0.01%
399,565
+38,440
2327
$12.6M ﹤0.01%
270,650
-32,594
2328
$12.6M ﹤0.01%
681,193
+51,494
2329
$12.6M ﹤0.01%
1,217,571
+624,489
2330
$12.6M ﹤0.01%
329,356
+62,525
2331
$12.6M ﹤0.01%
1,013,097
+566,745
2332
$12.6M ﹤0.01%
325,156
+106,734
2333
$12.6M ﹤0.01%
257,956
+106,771
2334
$12.5M ﹤0.01%
606,674
+13,087
2335
$12.5M ﹤0.01%
348,775
+118,315
2336
$12.5M ﹤0.01%
680,448
+124,767
2337
$12.5M ﹤0.01%
759,716
+34,771
2338
$12.4M ﹤0.01%
188,572
-7,769
2339
$12.4M ﹤0.01%
954,220
-49,468
2340
$12.4M ﹤0.01%
2,489,538
+948,775
2341
$12.4M ﹤0.01%
827,355
+285,024
2342
$12.4M ﹤0.01%
443,118
-740,086
2343
$12.4M ﹤0.01%
372,325
+46,218
2344
$12.4M ﹤0.01%
1,079,224
+277,978
2345
$12.4M ﹤0.01%
382,250
-39,157
2346
$12.3M ﹤0.01%
388,359
-94,074
2347
$12.3M ﹤0.01%
1,503,396
+37,660
2348
$12.3M ﹤0.01%
428,977
-3,541
2349
$12.3M ﹤0.01%
360,599
-4,079
2350
$12.3M ﹤0.01%
337,590
+122,663