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
2926
$2.87M ﹤0.01%
387,833
+43,837
2927
$2.87M ﹤0.01%
67,970
-6,853
2928
$2.87M ﹤0.01%
118,313
-13,656
2929
$2.86M ﹤0.01%
65,000
-43,613
2930
$2.86M ﹤0.01%
99,534
+9,154
2931
$2.86M ﹤0.01%
217,872
-146,326
2932
$2.85M ﹤0.01%
173,592
+32,787
2933
$2.85M ﹤0.01%
146,509
+10,833
2934
$2.84M ﹤0.01%
253,459
-31,334
2935
$2.84M ﹤0.01%
298,194
+15,278
2936
$2.83M ﹤0.01%
256,041
-14,086
2937
$2.83M ﹤0.01%
234,583
-17,486
2938
$2.81M ﹤0.01%
87,685
+29
2939
$2.81M ﹤0.01%
290,768
+47,367
2940
$2.8M ﹤0.01%
378,918
-6,524
2941
$2.79M ﹤0.01%
48,024
-4,714
2942
$2.78M ﹤0.01%
128,370
+98,723
2943
$2.77M ﹤0.01%
134,739
-15,285
2944
$2.77M ﹤0.01%
125,868
-25,150
2945
$2.77M ﹤0.01%
55,065
-11,070
2946
$2.77M ﹤0.01%
73,051
+3,051
2947
$2.77M ﹤0.01%
153,630
-24,466
2948
$2.77M ﹤0.01%
72,170
+2,859
2949
$2.77M ﹤0.01%
56,134
-3,962
2950
$2.77M ﹤0.01%
50,000