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
2451
$10.9M ﹤0.01%
529,604
-76,914
2452
$10.9M ﹤0.01%
493,315
+373,943
2453
$10.9M ﹤0.01%
416,218
+14,205
2454
$10.9M ﹤0.01%
983,941
+33,524
2455
$10.8M ﹤0.01%
128,536
-13,829
2456
$10.8M ﹤0.01%
423,983
+179,009
2457
$10.8M ﹤0.01%
230,509
+162,681
2458
$10.8M ﹤0.01%
425,871
-63,770
2459
$10.8M ﹤0.01%
71,400
-10,117
2460
$10.8M ﹤0.01%
654,714
+6,322
2461
$10.7M ﹤0.01%
750,024
-25,608
2462
$10.7M ﹤0.01%
1,818,088
+1,631,045
2463
$10.7M ﹤0.01%
179,427
-35,937
2464
$10.7M ﹤0.01%
677,422
+213,039
2465
$10.7M ﹤0.01%
210,774
+19,918
2466
$10.7M ﹤0.01%
383,618
+254,167
2467
$10.7M ﹤0.01%
277,560
+206,929
2468
$10.6M ﹤0.01%
34,935
+9,385
2469
$10.6M ﹤0.01%
2,586,127
+599,021
2470
$10.6M ﹤0.01%
465,932
+7,725
2471
$10.6M ﹤0.01%
321,052
+126,724
2472
$10.6M ﹤0.01%
472,867
+59,057
2473
$10.6M ﹤0.01%
442,382
+142,011
2474
$10.5M ﹤0.01%
914,960
-22,387
2475
$10.5M ﹤0.01%
369,456
+51,093