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
3551
$1.13M ﹤0.01%
92,299
-13,748
3552
$1.13M ﹤0.01%
281,482
+20,256
3553
$1.12M ﹤0.01%
26,744
-1,056
3554
$1.12M ﹤0.01%
70,561
+56,608
3555
$1.12M ﹤0.01%
44,874
-27,338
3556
$1.12M ﹤0.01%
140,669
-652,454
3557
$1.11M ﹤0.01%
105,356
-5,330
3558
$1.11M ﹤0.01%
83,580
-11,700
3559
$1.1M ﹤0.01%
69,384
-1,863
3560
$1.09M ﹤0.01%
24,778
-3,026
3561
$1.09M ﹤0.01%
33,301
+17,968
3562
$1.09M ﹤0.01%
37,642
-578
3563
$1.09M ﹤0.01%
27,737
+8,987
3564
$1.09M ﹤0.01%
548,945
-4,734
3565
$1.09M ﹤0.01%
133,356
+26,353
3566
$1.09M ﹤0.01%
166,310
-2,614
3567
$1.08M ﹤0.01%
219,520
-4,373
3568
$1.08M ﹤0.01%
32,060
+18,131
3569
$1.08M ﹤0.01%
206,145
-182,188
3570
$1.08M ﹤0.01%
46,780
+662
3571
$1.07M ﹤0.01%
70,693
-4,847
3572
$1.07M ﹤0.01%
46,756
-4,595
3573
$1.07M ﹤0.01%
19,174
+4,854
3574
$1.07M ﹤0.01%
133,328
+13,963
3575
$1.07M ﹤0.01%
28,734
-3,780