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
3401
$1.38M ﹤0.01%
70,191
+4,153
3402
$1.38M ﹤0.01%
128,816
+93,468
3403
$1.38M ﹤0.01%
68,356
+18,850
3404
$1.38M ﹤0.01%
67,422
-10,869
3405
$1.38M ﹤0.01%
43,343
-20,353
3406
$1.37M ﹤0.01%
41,935
+11,909
3407
$1.37M ﹤0.01%
63,571
+37,977
3408
$1.37M ﹤0.01%
31,475
+2,736
3409
$1.37M ﹤0.01%
118,048
-127,863
3410
$1.37M ﹤0.01%
32,373
+6,772
3411
$1.36M ﹤0.01%
103,142
-57,698
3412
$1.36M ﹤0.01%
92,747
-55,947
3413
$1.36M ﹤0.01%
178,123
-11,101
3414
$1.36M ﹤0.01%
52,870
+9,538
3415
$1.36M ﹤0.01%
25,000
3416
$1.36M ﹤0.01%
30,434
+5,603
3417
$1.35M ﹤0.01%
67,147
-31,320
3418
$1.35M ﹤0.01%
88,194
-8,536
3419
$1.35M ﹤0.01%
94,198
-12,843
3420
$1.35M ﹤0.01%
15,295
+13,055
3421
$1.35M ﹤0.01%
27,011
+437
3422
$1.34M ﹤0.01%
60,259
-83,410
3423
$1.34M ﹤0.01%
102,903
+30,674
3424
$1.34M ﹤0.01%
100,098
-8,292
3425
$1.34M ﹤0.01%
6,516
+913