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
2851
$3.22M ﹤0.01%
257,912
-71,781
2852
$3.22M ﹤0.01%
74,915
+56,794
2853
$3.21M ﹤0.01%
+1,071,393
2854
$3.2M ﹤0.01%
17,764
+4,740
2855
$3.2M ﹤0.01%
274,877
-51,801
2856
$3.19M ﹤0.01%
28,679
-2,659
2857
$3.19M ﹤0.01%
163,676
-84,536
2858
$3.19M ﹤0.01%
47,977
-575
2859
$3.19M ﹤0.01%
182,781
+95,478
2860
$3.18M ﹤0.01%
130,589
-2,501
2861
$3.18M ﹤0.01%
279,188
+27,236
2862
$3.18M ﹤0.01%
64,723
-57,839
2863
$3.18M ﹤0.01%
90,734
+47,836
2864
$3.18M ﹤0.01%
218,148
-47,882
2865
$3.17M ﹤0.01%
880,278
-51,107
2866
$3.17M ﹤0.01%
354,674
-15,386
2867
$3.16M ﹤0.01%
56,809
-2,979
2868
$3.15M ﹤0.01%
284,751
+6,372
2869
$3.15M ﹤0.01%
147,921
-47,807
2870
$3.14M ﹤0.01%
152,405
-2,627
2871
$3.14M ﹤0.01%
712,482
-151,352
2872
$3.14M ﹤0.01%
362,317
-183,882
2873
$3.14M ﹤0.01%
70,283
+283
2874
$3.13M ﹤0.01%
615,986
+11,997
2875
$3.12M ﹤0.01%
248,211
-13,368