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
3251
$1.76M ﹤0.01%
80,424
-19,222
3252
$1.76M ﹤0.01%
91,968
+1,993
3253
$1.75M ﹤0.01%
42,611
-32,148
3254
$1.75M ﹤0.01%
103,250
+2,436
3255
$1.75M ﹤0.01%
299,918
+2,905
3256
$1.74M ﹤0.01%
136,576
+28,559
3257
$1.74M ﹤0.01%
66,124
+55,443
3258
$1.74M ﹤0.01%
58,505
-7,140
3259
$1.74M ﹤0.01%
101,907
-31,662
3260
$1.73M ﹤0.01%
22,990
-10,593
3261
$1.73M ﹤0.01%
34,251
+31,717
3262
$1.73M ﹤0.01%
297,694
-105,267
3263
$1.73M ﹤0.01%
79,463
+63,769
3264
$1.72M ﹤0.01%
+235,059
3265
$1.72M ﹤0.01%
121,320
-1,704
3266
$1.72M ﹤0.01%
135,054
-8,595
3267
$1.71M ﹤0.01%
81,730
+57,870
3268
$1.71M ﹤0.01%
30,152
+10,911
3269
$1.71M ﹤0.01%
7,416
-1,859
3270
$1.71M ﹤0.01%
561,572
-37,592
3271
$1.71M ﹤0.01%
65,613
-17,223
3272
$1.71M ﹤0.01%
35,537
+26,839
3273
$1.71M ﹤0.01%
147,278
+3,566
3274
$1.7M ﹤0.01%
137,200
-18,985
3275
$1.7M ﹤0.01%
160,210
-16,057