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
3076
$2.28M ﹤0.01%
127,614
+28,885
3077
$2.28M ﹤0.01%
168,071
+115,267
3078
$2.27M ﹤0.01%
418,228
-45,293
3079
$2.27M ﹤0.01%
154,756
-220,963
3080
$2.27M ﹤0.01%
35,653
-785
3081
$2.27M ﹤0.01%
93,772
+39,116
3082
$2.26M ﹤0.01%
509,689
+271,749
3083
$2.25M ﹤0.01%
94,175
-10,753
3084
$2.25M ﹤0.01%
161,513
+5,879
3085
$2.25M ﹤0.01%
60,538
-8,166
3086
$2.24M ﹤0.01%
285,100
+188,600
3087
$2.24M ﹤0.01%
141,632
+2,617
3088
$2.24M ﹤0.01%
66,365
-1,845
3089
$2.23M ﹤0.01%
64,158
-1,347
3090
$2.23M ﹤0.01%
43,147
-5,364
3091
$2.23M ﹤0.01%
88,629
+31,580
3092
$2.23M ﹤0.01%
83,889
+2,081
3093
$2.23M ﹤0.01%
58,680
+28,533
3094
$2.23M ﹤0.01%
140,009
-26,698
3095
$2.23M ﹤0.01%
54,187
+35,872
3096
$2.22M ﹤0.01%
411
+78
3097
$2.22M ﹤0.01%
91,407
-12,029
3098
$2.22M ﹤0.01%
66,470
+25,100
3099
$2.22M ﹤0.01%
1,528,153
+307,311
3100
$2.2M ﹤0.01%
42,008
+1,048