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
2501
$5.14M ﹤0.01%
383,136
-85,702
2502
$5.12M ﹤0.01%
448,897
-120,878
2503
$5.12M ﹤0.01%
208,277
-9,019
2504
$5.12M ﹤0.01%
58,584
+3,308
2505
$5.11M ﹤0.01%
373,500
-86,069
2506
$5.11M ﹤0.01%
1,464,718
+415,234
2507
$5.11M ﹤0.01%
291,275
+114,659
2508
$5.11M ﹤0.01%
99,114
-10,103
2509
$5.1M ﹤0.01%
140,853
+9,406
2510
$5.07M ﹤0.01%
122,753
-2,684
2511
$5.07M ﹤0.01%
398,667
+34,899
2512
$5.06M ﹤0.01%
652,490
+21,436
2513
$5.06M ﹤0.01%
618,807
+523,427
2514
$5.05M ﹤0.01%
187,960
-29,904
2515
$5.05M ﹤0.01%
196,147
-3,061
2516
$5.04M ﹤0.01%
617,827
-168,758
2517
$5.04M ﹤0.01%
539,947
-110,567
2518
$5.03M ﹤0.01%
179,103
+68,709
2519
$5.02M ﹤0.01%
82,107
-66,193
2520
$5.02M ﹤0.01%
167,353
-7,654
2521
$5.02M ﹤0.01%
205,262
+194,489
2522
$5M ﹤0.01%
30,876
-4,074
2523
$4.98M ﹤0.01%
222,440
-44,389
2524
$4.97M ﹤0.01%
244,099
+1,718
2525
$4.96M ﹤0.01%
322,101
-131,806