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
2901
$3M ﹤0.01%
129,668
+8,627
2902
$2.99M ﹤0.01%
116,916
-151,049
2903
$2.99M ﹤0.01%
41,844
-10,635
2904
$2.99M ﹤0.01%
65,225
+11,337
2905
$2.97M ﹤0.01%
38,451
+9,739
2906
$2.97M ﹤0.01%
158,502
+28,416
2907
$2.97M ﹤0.01%
287,015
-3,017
2908
$2.97M ﹤0.01%
197,525
-14,456
2909
$2.96M ﹤0.01%
26,461
-26,742
2910
$2.96M ﹤0.01%
47,174
-5,314
2911
$2.96M ﹤0.01%
223,144
+7,081
2912
$2.95M ﹤0.01%
859,499
-932,049
2913
$2.95M ﹤0.01%
240,847
+28,450
2914
$2.95M ﹤0.01%
198,445
-693,260
2915
$2.94M ﹤0.01%
63,390
-2,009
2916
$2.94M ﹤0.01%
127,608
-18,607
2917
$2.93M ﹤0.01%
50,865
-2,632
2918
$2.93M ﹤0.01%
158,466
-3,975
2919
$2.93M ﹤0.01%
12,150
-5,003
2920
$2.92M ﹤0.01%
51,604
-232
2921
$2.91M ﹤0.01%
215,974
+41,885
2922
$2.9M ﹤0.01%
79,281
+20,479
2923
$2.9M ﹤0.01%
50,500
+1,721
2924
$2.88M ﹤0.01%
76,342
-2,425
2925
$2.88M ﹤0.01%
184,312
+4,622