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
3501
$1.2M ﹤0.01%
164,920
-5,440
3502
$1.2M ﹤0.01%
286,914
+264,546
3503
$1.2M ﹤0.01%
343,222
-51,809
3504
$1.2M ﹤0.01%
197,689
+6,970
3505
$1.2M ﹤0.01%
73,177
-8,969
3506
$1.2M ﹤0.01%
100,392
-67,302
3507
$1.2M ﹤0.01%
72,414
+2,717
3508
$1.2M ﹤0.01%
115,957
-19,265
3509
$1.2M ﹤0.01%
22,591
-282
3510
$1.19M ﹤0.01%
197,513
-835,813
3511
$1.19M ﹤0.01%
+22,284
3512
$1.19M ﹤0.01%
60,873
+53,558
3513
$1.19M ﹤0.01%
56,974
+10,298
3514
$1.19M ﹤0.01%
57,306
-19,743
3515
$1.19M ﹤0.01%
19,027
-1,429
3516
$1.18M ﹤0.01%
181,670
+133,377
3517
$1.18M ﹤0.01%
21,207
-8,852
3518
$1.18M ﹤0.01%
102,718
+92,638
3519
$1.18M ﹤0.01%
218,221
+34,186
3520
$1.18M ﹤0.01%
15,940
+14,273
3521
$1.18M ﹤0.01%
82,247
-901
3522
$1.18M ﹤0.01%
33,450
+21,453
3523
$1.18M ﹤0.01%
12,444
-5,143
3524
$1.18M ﹤0.01%
26,436
-7,157
3525
$1.17M ﹤0.01%
10,573
-12,133