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
2826
$3.33M ﹤0.01%
93,443
+27,996
2827
$3.32M ﹤0.01%
119,295
+1,512
2828
$3.32M ﹤0.01%
240,585
+8,318
2829
$3.32M ﹤0.01%
333,679
+83,499
2830
$3.31M ﹤0.01%
307,689
+42,170
2831
$3.3M ﹤0.01%
81,709
-32,903
2832
$3.29M ﹤0.01%
380,651
-47,910
2833
$3.29M ﹤0.01%
52,173
+13,329
2834
$3.29M ﹤0.01%
284,476
+17,927
2835
$3.28M ﹤0.01%
413,990
+25,052
2836
$3.27M ﹤0.01%
161,495
-48,999
2837
$3.27M ﹤0.01%
363,176
-198,413
2838
$3.26M ﹤0.01%
160,368
+2,134
2839
$3.25M ﹤0.01%
293,682
+13,275
2840
$3.25M ﹤0.01%
104,226
-7,066
2841
$3.25M ﹤0.01%
628,937
-49,352
2842
$3.25M ﹤0.01%
72,435
-20,330
2843
$3.25M ﹤0.01%
156,264
+66,047
2844
$3.25M ﹤0.01%
241,542
-7,212
2845
$3.24M ﹤0.01%
58,365
+27,136
2846
$3.24M ﹤0.01%
321,505
-8,862
2847
$3.24M ﹤0.01%
126,109
-3,021
2848
$3.24M ﹤0.01%
217,245
+10,939
2849
$3.23M ﹤0.01%
116,191
-9,829
2850
$3.23M ﹤0.01%
54,631
+1,529