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
3376
$1.43M ﹤0.01%
87,856
-39,099
3377
$1.43M ﹤0.01%
488,701
+220,417
3378
$1.42M ﹤0.01%
107,461
-13,173
3379
$1.42M ﹤0.01%
24,466
+6,310
3380
$1.42M ﹤0.01%
37,621
+559
3381
$1.42M ﹤0.01%
41,827
-15,436
3382
$1.42M ﹤0.01%
25,348
-1,808
3383
$1.41M ﹤0.01%
99,060
-2,442
3384
$1.41M ﹤0.01%
69,288
+30,361
3385
$1.41M ﹤0.01%
115,147
-6,027
3386
$1.41M ﹤0.01%
137,180
+12,654
3387
$1.4M ﹤0.01%
125,008
-15,010
3388
$1.4M ﹤0.01%
157,573
-49,927
3389
$1.4M ﹤0.01%
18,513
-4,353
3390
$1.4M ﹤0.01%
375,671
-9,347
3391
$1.4M ﹤0.01%
52,984
-22,656
3392
$1.4M ﹤0.01%
310,612
-91,499
3393
$1.4M ﹤0.01%
60,929
-2,928
3394
$1.39M ﹤0.01%
53,017
-14,165
3395
$1.39M ﹤0.01%
84,931
+189
3396
$1.39M ﹤0.01%
75,713
-6,747
3397
$1.39M ﹤0.01%
36,688
-1,882
3398
$1.39M ﹤0.01%
44,039
+28,432
3399
$1.38M ﹤0.01%
111,809
-9,503
3400
$1.38M ﹤0.01%
36,828
+14,748