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
2551
$4.8M ﹤0.01%
283,885
-20,311
2552
$4.8M ﹤0.01%
467,568
+59,441
2553
$4.79M ﹤0.01%
72,254
+8,927
2554
$4.78M ﹤0.01%
182,013
+11,987
2555
$4.77M ﹤0.01%
46,908
-90,837
2556
$4.77M ﹤0.01%
87,824
-4,891
2557
$4.76M ﹤0.01%
130,188
+5,442
2558
$4.76M ﹤0.01%
117,017
+8,094
2559
$4.75M ﹤0.01%
61,182
+6,221
2560
$4.74M ﹤0.01%
177,189
-228,162
2561
$4.72M ﹤0.01%
285,627
-7,342
2562
$4.71M ﹤0.01%
117,610
+2,691
2563
$4.7M ﹤0.01%
1,066,698
+1,024,055
2564
$4.7M ﹤0.01%
286,474
-20,751
2565
$4.69M ﹤0.01%
74,185
+2,652
2566
$4.69M ﹤0.01%
635,084
-102,699
2567
$4.68M ﹤0.01%
85,519
+19,438
2568
$4.67M ﹤0.01%
273,373
+62,314
2569
$4.66M ﹤0.01%
77,648
+49,123
2570
$4.65M ﹤0.01%
416,078
+14,789
2571
$4.63M ﹤0.01%
83,079
+23,455
2572
$4.63M ﹤0.01%
84,885
+10,473
2573
$4.62M ﹤0.01%
155,748
-4,171
2574
$4.61M ﹤0.01%
140,708
+64,007
2575
$4.6M ﹤0.01%
105,230
+22,408