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
3226
$1.84M ﹤0.01%
61,801
-5,220
3227
$1.84M ﹤0.01%
87,358
+21,329
3228
$1.83M ﹤0.01%
4,851
+4,020
3229
$1.82M ﹤0.01%
158,545
-1,844
3230
$1.82M ﹤0.01%
60,443
-513
3231
$1.81M ﹤0.01%
74,375
+12,629
3232
$1.81M ﹤0.01%
121,883
+52,940
3233
$1.81M ﹤0.01%
121,017
-113,742
3234
$1.81M ﹤0.01%
12,749
-4,826
3235
$1.8M ﹤0.01%
48,153
-206
3236
$1.8M ﹤0.01%
68,457
-40,274
3237
$1.8M ﹤0.01%
48,756
+4,091
3238
$1.79M ﹤0.01%
178,520
+75,315
3239
$1.78M ﹤0.01%
184,777
-31,077
3240
$1.78M ﹤0.01%
114,039
-2,702
3241
$1.78M ﹤0.01%
32,695
+28,140
3242
$1.78M ﹤0.01%
105,912
-2,851
3243
$1.78M ﹤0.01%
327,174
-54,505
3244
$1.78M ﹤0.01%
185,689
-4,067
3245
$1.77M ﹤0.01%
22,452
-41,736
3246
$1.77M ﹤0.01%
48,726
-12,201
3247
$1.77M ﹤0.01%
218,057
-47,869
3248
$1.77M ﹤0.01%
134,083
+34,080
3249
$1.76M ﹤0.01%
57,886
-20,497
3250
$1.76M ﹤0.01%
515,131
+149,349