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
2601
$4.44M ﹤0.01%
101,539
+27,581
2602
$4.43M ﹤0.01%
3,053,644
-1,361
2603
$4.42M ﹤0.01%
139,915
-48,454
2604
$4.4M ﹤0.01%
99,259
+85,295
2605
$4.4M ﹤0.01%
96,235
-5,139
2606
$4.38M ﹤0.01%
237,153
+24,679
2607
$4.37M ﹤0.01%
82,818
-20,583
2608
$4.37M ﹤0.01%
57,606
+50
2609
$4.37M ﹤0.01%
143,975
+48,402
2610
$4.37M ﹤0.01%
82,222
-44,750
2611
$4.36M ﹤0.01%
175,161
-126,807
2612
$4.35M ﹤0.01%
292,993
-247,046
2613
$4.35M ﹤0.01%
170,571
+35,127
2614
$4.35M ﹤0.01%
406,641
-12,680
2615
$4.32M ﹤0.01%
90,985
+48,350
2616
$4.32M ﹤0.01%
16,952
-515
2617
$4.32M ﹤0.01%
168,766
-56,730
2618
$4.31M ﹤0.01%
370,878
-35,517
2619
$4.31M ﹤0.01%
175,972
-33,310
2620
$4.31M ﹤0.01%
184,803
+15,231
2621
$4.3M ﹤0.01%
159,750
+10,351
2622
$4.3M ﹤0.01%
118,778
+58,605
2623
$4.3M ﹤0.01%
238,774
-8,086
2624
$4.3M ﹤0.01%
267,493
-86,424
2625
$4.29M ﹤0.01%
85,721
-32,548