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
3476
$1.24M ﹤0.01%
349,244
-172,016
3477
$1.24M ﹤0.01%
18,908
-24,582
3478
$1.23M ﹤0.01%
149,025
+2,846
3479
$1.23M ﹤0.01%
18,232
-895
3480
$1.23M ﹤0.01%
36,277
+32,266
3481
$1.23M ﹤0.01%
124,712
-17
3482
$1.23M ﹤0.01%
134,189
-2,898
3483
$1.23M ﹤0.01%
69,697
-232
3484
$1.23M ﹤0.01%
67,429
+24,211
3485
$1.23M ﹤0.01%
94,772
+28,514
3486
$1.22M ﹤0.01%
37,279
-8,136
3487
$1.22M ﹤0.01%
207,958
-75,248
3488
$1.22M ﹤0.01%
58,847
-91,702
3489
$1.22M ﹤0.01%
29,168
-4,367
3490
$1.22M ﹤0.01%
103,074
+11,503
3491
$1.22M ﹤0.01%
115,584
+85,042
3492
$1.22M ﹤0.01%
105,733
+8,630
3493
$1.21M ﹤0.01%
86,971
-78,978
3494
$1.21M ﹤0.01%
91,273
-20,330
3495
$1.21M ﹤0.01%
8,932
+2,439
3496
$1.21M ﹤0.01%
44,735
+21,034
3497
$1.21M ﹤0.01%
27,080
-361
3498
$1.21M ﹤0.01%
19,393
-18,655
3499
$1.2M ﹤0.01%
47,447
+4,851
3500
$1.2M ﹤0.01%
27,134
+4,469