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
4001
$553K ﹤0.01%
43,850
+11,688
4002
$552K ﹤0.01%
36,359
+4,785
4003
$551K ﹤0.01%
923
+882
4004
$551K ﹤0.01%
18,762
+1,096
4005
$550K ﹤0.01%
11,525
+3,401
4006
$549K ﹤0.01%
12,820
+3,003
4007
$549K ﹤0.01%
68,761
+20,266
4008
$548K ﹤0.01%
17,638
-11,313
4009
$548K ﹤0.01%
42,516
-19,573
4010
$547K ﹤0.01%
71,199
-15,675
4011
$547K ﹤0.01%
26,666
-1,570
4012
$546K ﹤0.01%
134,686
-86
4013
$545K ﹤0.01%
+15,203
4014
$544K ﹤0.01%
32,155
+22,161
4015
$543K ﹤0.01%
86,563
-18,396
4016
$541K ﹤0.01%
49,093
-1,055
4017
$541K ﹤0.01%
33,918
+423
4018
$541K ﹤0.01%
50,514
+2,369
4019
$540K ﹤0.01%
31,248
+1,407
4020
$537K ﹤0.01%
14,248
+994
4021
$535K ﹤0.01%
28,291
-13,441
4022
$535K ﹤0.01%
40,969
+5,565
4023
$534K ﹤0.01%
5,523
-2,023
4024
$533K ﹤0.01%
32,130
-4,730
4025
$531K ﹤0.01%
11,944
+5,286