Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689B
AUM Growth
+$64.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,716
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$2.25B
3 +$747M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$647M
5
MBB icon
iShares MBS ETF
MBB
+$581M

Top Sells

1 +$1.66B
2 +$1.02B
3 +$900M
4
JPM icon
JPMorgan Chase
JPM
+$613M
5
GOTU icon
Gaotu Techedu
GOTU
+$528M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.2%
3 Financials 7.1%
4 Consumer Discretionary 6.6%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$557M 0.08%
15,287,195
+795,715
227
$556M 0.08%
6,021,923
-491,359
228
$553M 0.08%
3,536,119
-213,716
229
$551M 0.08%
15,859,896
+82,780
230
$541M 0.07%
2,478,121
+203,142
231
$537M 0.07%
10,595,358
-238,682
232
$536M 0.07%
2,361,973
+140,782
233
$531M 0.07%
9,662,262
-1,029,753
234
$526M 0.07%
4,334,137
+185,767
235
$525M 0.07%
6,149,261
+2,332,750
236
$517M 0.07%
8,137,157
+2,060,610
237
$516M 0.07%
8,676,254
+1,191,267
238
$510M 0.07%
10,352,826
+26,096
239
$509M 0.07%
2,368,056
-104,991
240
$509M 0.07%
10,096,181
+482,558
241
$504M 0.07%
2,298,621
-242,286
242
$502M 0.07%
13,244,674
+1,811,730
243
$501M 0.07%
1,390,503
+136,011
244
$500M 0.07%
6,615,210
+765,551
245
$495M 0.07%
3,215,505
+62,703
246
$492M 0.07%
16,541,632
+506,725
247
$485M 0.07%
15,421,452
-147,369
248
$482M 0.07%
2,311,485
+188,144
249
$480M 0.07%
3,255,430
-61,009
250
$476M 0.06%
7,887,534
+30,045