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
3576
$1.07M ﹤0.01%
14,544
-5,723
3577
$1.07M ﹤0.01%
36,085
+24,185
3578
$1.07M ﹤0.01%
133,372
+36,739
3579
$1.07M ﹤0.01%
21,174
-31,576
3580
$1.07M ﹤0.01%
51,230
+32,826
3581
$1.06M ﹤0.01%
31,206
-15,014
3582
$1.06M ﹤0.01%
104,403
-17,460
3583
$1.06M ﹤0.01%
57,862
+745
3584
$1.06M ﹤0.01%
7,165
-2,383
3585
$1.06M ﹤0.01%
105,186
-30,591
3586
$1.06M ﹤0.01%
72,425
+1,443
3587
$1.06M ﹤0.01%
27,088
+2,256
3588
$1.06M ﹤0.01%
55,558
-2,196
3589
$1.06M ﹤0.01%
27,190
+21,859
3590
$1.06M ﹤0.01%
83,012
-3,934
3591
$1.05M ﹤0.01%
261,888
+40,218
3592
$1.05M ﹤0.01%
34,778
+30,105
3593
$1.05M ﹤0.01%
172,801
+84,979
3594
$1.05M ﹤0.01%
80,365
-5,158
3595
$1.05M ﹤0.01%
55,512
+36,500
3596
$1.04M ﹤0.01%
29,103
-4,307
3597
$1.04M ﹤0.01%
126,149
+9,968
3598
$1.04M ﹤0.01%
32,382
-2,818
3599
$1.04M ﹤0.01%
50,064
+23,371
3600
$1.04M ﹤0.01%
73,831
-14,622