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
2701
$3.9M ﹤0.01%
185,088
-31,850
2702
$3.89M ﹤0.01%
143,100
-965
2703
$3.88M ﹤0.01%
58,885
+4,899
2704
$3.87M ﹤0.01%
73,813
-23,291
2705
$3.87M ﹤0.01%
10,316
+2,393
2706
$3.86M ﹤0.01%
167,051
+1,461
2707
$3.86M ﹤0.01%
213,775
+37,817
2708
$3.85M ﹤0.01%
96,417
-26,201
2709
$3.85M ﹤0.01%
525,622
-5,245
2710
$3.85M ﹤0.01%
136,555
-316
2711
$3.84M ﹤0.01%
158,221
-7,153
2712
$3.84M ﹤0.01%
95,459
+2,417
2713
$3.84M ﹤0.01%
111,496
-74,995
2714
$3.83M ﹤0.01%
359,151
+47,018
2715
$3.83M ﹤0.01%
197,809
-7,205
2716
$3.83M ﹤0.01%
134,917
+112,832
2717
$3.83M ﹤0.01%
353,816
-14,120
2718
$3.82M ﹤0.01%
771,723
-35,988
2719
$3.82M ﹤0.01%
182,252
+31,484
2720
$3.82M ﹤0.01%
342,812
-70,602
2721
$3.81M ﹤0.01%
1,410,109
+482,430
2722
$3.8M ﹤0.01%
58,671
-3,925
2723
$3.79M ﹤0.01%
150,130
+12,375
2724
$3.79M ﹤0.01%
144,677
-12,661
2725
$3.78M ﹤0.01%
161,194
+62,182