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
2626
$4.29M ﹤0.01%
242,071
-12,693
2627
$4.29M ﹤0.01%
243,888
+11,121
2628
$4.28M ﹤0.01%
436,308
+3,579
2629
$4.27M ﹤0.01%
331,709
+39,667
2630
$4.27M ﹤0.01%
142,862
+12,025
2631
$4.26M ﹤0.01%
304,648
-5,946
2632
$4.25M ﹤0.01%
223,190
+7,684
2633
$4.25M ﹤0.01%
226,988
-47,801
2634
$4.25M ﹤0.01%
921,436
+79,737
2635
$4.24M ﹤0.01%
235,565
+18,878
2636
$4.23M ﹤0.01%
50,207
-14,002
2637
$4.23M ﹤0.01%
222,046
-10,183
2638
$4.23M ﹤0.01%
305,169
+301,269
2639
$4.21M ﹤0.01%
134,271
-37,055
2640
$4.21M ﹤0.01%
142,786
+28,390
2641
$4.21M ﹤0.01%
294,636
-15,446
2642
$4.21M ﹤0.01%
106,385
-14,265
2643
$4.21M ﹤0.01%
86,019
-7,627
2644
$4.2M ﹤0.01%
+107,513
2645
$4.2M ﹤0.01%
270,273
+2,559
2646
$4.2M ﹤0.01%
352,250
-95,831
2647
$4.18M ﹤0.01%
95,234
-190,492
2648
$4.18M ﹤0.01%
233,634
+45,108
2649
$4.18M ﹤0.01%
483,478
-24,276
2650
$4.18M ﹤0.01%
263,659
-206,560