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
3051
$2.34M ﹤0.01%
67,199
-16,641
3052
$2.34M ﹤0.01%
333,634
+212,839
3053
$2.34M ﹤0.01%
83,562
-2,977
3054
$2.33M ﹤0.01%
+49,644
3055
$2.33M ﹤0.01%
571,173
+313,359
3056
$2.33M ﹤0.01%
96,240
-80,295
3057
$2.33M ﹤0.01%
51,335
+16,988
3058
$2.32M ﹤0.01%
143,537
-908
3059
$2.32M ﹤0.01%
44,539
-32,868
3060
$2.32M ﹤0.01%
90,777
+53,969
3061
$2.31M ﹤0.01%
37,898
-5,192
3062
$2.31M ﹤0.01%
88,202
+2,368
3063
$2.31M ﹤0.01%
56,610
+2,645
3064
$2.31M ﹤0.01%
59,898
+38,579
3065
$2.31M ﹤0.01%
68,846
+4,828
3066
$2.31M ﹤0.01%
51,793
-16,408
3067
$2.3M ﹤0.01%
131,462
-12,462
3068
$2.3M ﹤0.01%
116,508
+345
3069
$2.29M ﹤0.01%
89,756
+2,461
3070
$2.29M ﹤0.01%
808
+470
3071
$2.29M ﹤0.01%
58,631
+1,502
3072
$2.29M ﹤0.01%
298,342
+71,414
3073
$2.28M ﹤0.01%
23,355
-42,972
3074
$2.28M ﹤0.01%
320,457
-29,566
3075
$2.28M ﹤0.01%
183,138
-18,068