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
3176
$1.98M ﹤0.01%
192,906
-28,550
3177
$1.98M ﹤0.01%
200,958
-40,125
3178
$1.98M ﹤0.01%
30,667
-7,569
3179
$1.97M ﹤0.01%
248,207
-43,964
3180
$1.97M ﹤0.01%
332,964
-24,423
3181
$1.96M ﹤0.01%
154,605
-2,993
3182
$1.95M ﹤0.01%
569,221
-26,517
3183
$1.94M ﹤0.01%
336,488
-93,088
3184
$1.94M ﹤0.01%
22,504
-5,928
3185
$1.94M ﹤0.01%
36,249
-20,639
3186
$1.93M ﹤0.01%
403,687
-29,017
3187
$1.93M ﹤0.01%
50,446
+6,728
3188
$1.93M ﹤0.01%
207,881
-1,685
3189
$1.92M ﹤0.01%
+80,642
3190
$1.92M ﹤0.01%
133,998
+76,068
3191
$1.92M ﹤0.01%
222,899
+69,492
3192
$1.91M ﹤0.01%
138,742
-91,663
3193
$1.91M ﹤0.01%
67,406
+34,486
3194
$1.91M ﹤0.01%
77,106
+9,053
3195
$1.91M ﹤0.01%
47,451
+7,259
3196
$1.91M ﹤0.01%
23,385
+143
3197
$1.91M ﹤0.01%
+94,920
3198
$1.9M ﹤0.01%
230,315
-684,488
3199
$1.9M ﹤0.01%
41,630
-622,783
3200
$1.9M ﹤0.01%
47,928
-796