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
$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
2476
$5.28M ﹤0.01%
470,767
-600,310
2477
$5.28M ﹤0.01%
100,000
2478
$5.28M ﹤0.01%
119,740
+13,471
2479
$5.27M ﹤0.01%
73,293
+36,226
2480
$5.27M ﹤0.01%
276,627
+4,643
2481
$5.27M ﹤0.01%
214,897
-1,043
2482
$5.27M ﹤0.01%
79,896
-5,246
2483
$5.27M ﹤0.01%
190,102
+6,198
2484
$5.26M ﹤0.01%
336,227
-23,339
2485
$5.26M ﹤0.01%
205,760
+38,539
2486
$5.26M ﹤0.01%
202,803
-1,166
2487
$5.26M ﹤0.01%
317,223
+20,947
2488
$5.25M ﹤0.01%
152,763
-5,029
2489
$5.23M ﹤0.01%
130,301
-4,912
2490
$5.23M ﹤0.01%
251,133
-30,867
2491
$5.21M ﹤0.01%
76,095
+18,015
2492
$5.19M ﹤0.01%
12,838
-9,741
2493
$5.18M ﹤0.01%
200,000
2494
$5.17M ﹤0.01%
201,930
+22,277
2495
$5.16M ﹤0.01%
82,519
-1,799
2496
$5.16M ﹤0.01%
135,510
-23,946
2497
$5.16M ﹤0.01%
94,438
+3,990
2498
$5.15M ﹤0.01%
333,365
-22,005
2499
$5.15M ﹤0.01%
459,880
-110,447
2500
$5.14M ﹤0.01%
59,202
-1,398