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
3276
$1.69M ﹤0.01%
40,949
+27,902
3277
$1.69M ﹤0.01%
39,978
+19,135
3278
$1.69M ﹤0.01%
144,320
+10,856
3279
$1.69M ﹤0.01%
176,486
+26,953
3280
$1.68M ﹤0.01%
502,624
-109,608
3281
$1.68M ﹤0.01%
24,873
-2,007
3282
$1.67M ﹤0.01%
148,940
-522,386
3283
$1.67M ﹤0.01%
101,487
+75,256
3284
$1.67M ﹤0.01%
29,761
-12,070
3285
$1.67M ﹤0.01%
40,819
-3,561
3286
$1.67M ﹤0.01%
161,132
-87,275
3287
$1.67M ﹤0.01%
142,678
-2,660
3288
$1.66M ﹤0.01%
427,460
-304,913
3289
$1.66M ﹤0.01%
54,866
-4,589
3290
$1.66M ﹤0.01%
164,288
-109,016
3291
$1.66M ﹤0.01%
75,963
+47,071
3292
$1.66M ﹤0.01%
25,231
-439
3293
$1.66M ﹤0.01%
237,946
-4,996
3294
$1.65M ﹤0.01%
95,144
+85,723
3295
$1.65M ﹤0.01%
271,964
+626
3296
$1.65M ﹤0.01%
106,941
+418
3297
$1.65M ﹤0.01%
148,840
-333,686
3298
$1.65M ﹤0.01%
289,222
-872,342
3299
$1.64M ﹤0.01%
59,393
+7,220
3300
$1.64M ﹤0.01%
190,073
-31,333