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
3101
$2.2M ﹤0.01%
242,564
-76,809
3102
$2.2M ﹤0.01%
184,444
+38,024
3103
$2.19M ﹤0.01%
167,018
-1,159
3104
$2.19M ﹤0.01%
93,700
-13,440
3105
$2.19M ﹤0.01%
121,136
-1,330
3106
$2.19M ﹤0.01%
116,739
-2,118
3107
$2.19M ﹤0.01%
107,382
+81,175
3108
$2.19M ﹤0.01%
163,824
-20,815
3109
$2.19M ﹤0.01%
79,367
+46,375
3110
$2.18M ﹤0.01%
15,363
+2,910
3111
$2.18M ﹤0.01%
110,221
-49,383
3112
$2.17M ﹤0.01%
133,598
-69,008
3113
$2.17M ﹤0.01%
19,256
+17,065
3114
$2.17M ﹤0.01%
51,916
+14,354
3115
$2.17M ﹤0.01%
386,896
-1,379,465
3116
$2.17M ﹤0.01%
198,616
-7,645
3117
$2.17M ﹤0.01%
27,758
+2,995
3118
$2.16M ﹤0.01%
112,327
+11,760
3119
$2.16M ﹤0.01%
90,544
-7,029
3120
$2.15M ﹤0.01%
73,021
+33,810
3121
$2.14M ﹤0.01%
40,014
-8,273
3122
$2.14M ﹤0.01%
158,897
+14
3123
$2.13M ﹤0.01%
179,216
-26,879
3124
$2.13M ﹤0.01%
108,794
+488
3125
$2.13M ﹤0.01%
87,093
+69,291