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
2526
$4.95M ﹤0.01%
558,632
-455,997
2527
$4.95M ﹤0.01%
124,950
-2,412
2528
$4.93M ﹤0.01%
324,242
-16,616
2529
$4.93M ﹤0.01%
139,157
-4,756
2530
$4.92M ﹤0.01%
+250,000
2531
$4.92M ﹤0.01%
63,618
+4,690
2532
$4.92M ﹤0.01%
482,801
+227,246
2533
$4.91M ﹤0.01%
206,038
-19,287
2534
$4.91M ﹤0.01%
342,598
-243,943
2535
$4.91M ﹤0.01%
349,901
-4,678
2536
$4.89M ﹤0.01%
355,535
+2,334
2537
$4.89M ﹤0.01%
115,062
+41,600
2538
$4.88M ﹤0.01%
63,985
+2,856
2539
$4.87M ﹤0.01%
193,921
-162,667
2540
$4.86M ﹤0.01%
258,192
-25,171
2541
$4.86M ﹤0.01%
179,579
-131,287
2542
$4.85M ﹤0.01%
801,294
+766
2543
$4.84M ﹤0.01%
631,475
-34,285
2544
$4.84M ﹤0.01%
511,285
+323,588
2545
$4.83M ﹤0.01%
121,054
-23,788
2546
$4.83M ﹤0.01%
320,821
-3,445
2547
$4.82M ﹤0.01%
219,938
+1,122
2548
$4.81M ﹤0.01%
181,955
-58,527
2549
$4.8M ﹤0.01%
326,627
+12,067
2550
$4.8M ﹤0.01%
425,692
+15,863