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
3351
$1.48M ﹤0.01%
17,398
-1,106
3352
$1.48M ﹤0.01%
58,668
+1,264
3353
$1.48M ﹤0.01%
40,028
+1,386
3354
$1.47M ﹤0.01%
6,091
+3,478
3355
$1.47M ﹤0.01%
195,566
-22,790
3356
$1.47M ﹤0.01%
66,738
+39,295
3357
$1.47M ﹤0.01%
81,633
+32,105
3358
$1.46M ﹤0.01%
82,746
-36,442
3359
$1.46M ﹤0.01%
1,680
3360
$1.46M ﹤0.01%
39,249
+4,491
3361
$1.46M ﹤0.01%
34,079
-655
3362
$1.46M ﹤0.01%
105,570
-20,505
3363
$1.46M ﹤0.01%
75,585
-813
3364
$1.46M ﹤0.01%
620,074
-309,787
3365
$1.46M ﹤0.01%
68,406
-4,686
3366
$1.45M ﹤0.01%
152,693
-17,067
3367
$1.45M ﹤0.01%
43,704
-7,904
3368
$1.45M ﹤0.01%
50,826
-676
3369
$1.45M ﹤0.01%
110,755
+33,503
3370
$1.44M ﹤0.01%
185,905
+143,881
3371
$1.44M ﹤0.01%
106,305
-12,245
3372
$1.44M ﹤0.01%
+90,178
3373
$1.44M ﹤0.01%
104,866
-10,629
3374
$1.44M ﹤0.01%
37,021
-15,901
3375
$1.43M ﹤0.01%
104,790
+11,062