Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
276
$427M 0.06%
8,184,379
-567,636
277
$427M 0.06%
1,420,901
+216,688
278
$424M 0.06%
11,030,279
+1,321,315
279
$424M 0.06%
4,340,448
+413,838
280
$421M 0.06%
1,674,927
+296,575
281
$419M 0.06%
6,711,352
+65,816
282
$416M 0.06%
7,678,908
+335,960
283
$416M 0.06%
1,979,543
+162,271
284
$415M 0.06%
7,014,204
+103,400
285
$414M 0.06%
3,100,560
-281,924
286
$411M 0.06%
12,379,990
-656,510
287
$409M 0.06%
2,252,544
+825,564
288
$409M 0.06%
5,053,042
+605,645
289
$405M 0.06%
2,183,237
-100,142
290
$404M 0.06%
17,917,320
-6,415,462
291
$403M 0.05%
5,735,479
-132,162
292
$402M 0.05%
10,525,975
+593,505
293
$401M 0.05%
1,473,110
+43,988
294
$400M 0.05%
2,221,675
+22,023
295
$398M 0.05%
3,107,038
-14,086
296
$396M 0.05%
4,342,511
+229,585
297
$393M 0.05%
4,178,846
+653,229
298
$393M 0.05%
1,782,172
+176,009
299
$392M 0.05%
4,204,355
+2,210,108
300
$392M 0.05%
6,156,158
+35,705