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
2651
$4.18M ﹤0.01%
223,718
+74,274
2652
$4.17M ﹤0.01%
685,333
-65,356
2653
$4.17M ﹤0.01%
54,383
-6,545
2654
$4.16M ﹤0.01%
+42,450
2655
$4.16M ﹤0.01%
472,016
-14,008
2656
$4.16M ﹤0.01%
155,421
+34,063
2657
$4.16M ﹤0.01%
271,204
+10,623
2658
$4.15M ﹤0.01%
64,759
-5,284
2659
$4.14M ﹤0.01%
33,187
+9,714
2660
$4.14M ﹤0.01%
625,203
-52,279
2661
$4.13M ﹤0.01%
207,346
+11,663
2662
$4.11M ﹤0.01%
416,698
+355,128
2663
$4.11M ﹤0.01%
97,369
+5,766
2664
$4.1M ﹤0.01%
270,699
+4,802
2665
$4.09M ﹤0.01%
375,030
+88,844
2666
$4.08M ﹤0.01%
1,598,664
-740,192
2667
$4.07M ﹤0.01%
92,397
-9,333
2668
$4.07M ﹤0.01%
49,501
-19,941
2669
$4.07M ﹤0.01%
304,599
-4,073
2670
$4.07M ﹤0.01%
268,220
+85,670
2671
$4.06M ﹤0.01%
188,776
+21,106
2672
$4.05M ﹤0.01%
83,792
+63,296
2673
$4.05M ﹤0.01%
227,629
+887
2674
$4.05M ﹤0.01%
75,000
2675
$4.05M ﹤0.01%
509,877
-1,033