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
2951
$2.76M ﹤0.01%
25,045
+6,782
2952
$2.76M ﹤0.01%
242,584
+7,452
2953
$2.76M ﹤0.01%
71,708
+13,625
2954
$2.76M ﹤0.01%
11,903
-1,635
2955
$2.75M ﹤0.01%
305,722
-402,532
2956
$2.75M ﹤0.01%
203,492
+28,370
2957
$2.74M ﹤0.01%
102,906
+50,102
2958
$2.73M ﹤0.01%
3,943
+1,034
2959
$2.73M ﹤0.01%
2,201,228
+10,876
2960
$2.73M ﹤0.01%
57,255
+978
2961
$2.73M ﹤0.01%
344,957
-63,390
2962
$2.72M ﹤0.01%
12,922
-1,331
2963
$2.71M ﹤0.01%
50,000
2964
$2.71M ﹤0.01%
89,121
+2,671
2965
$2.7M ﹤0.01%
286,194
+43,023
2966
$2.7M ﹤0.01%
3,351,165
+2,265,144
2967
$2.7M ﹤0.01%
164,418
-4,319
2968
$2.69M ﹤0.01%
173,049
-42,782
2969
$2.69M ﹤0.01%
82,311
-12,299
2970
$2.69M ﹤0.01%
86,177
+6,316
2971
$2.68M ﹤0.01%
106,668
-456,821
2972
$2.68M ﹤0.01%
283,249
+8,067
2973
$2.68M ﹤0.01%
63,816
+27,944
2974
$2.66M ﹤0.01%
26,903
-2,442
2975
$2.65M ﹤0.01%
314,274
+30,897