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
4351
$317K ﹤0.01%
28,144
-9,849
4352
$315K ﹤0.01%
1,481
+707
4353
$315K ﹤0.01%
11,451
+5
4354
$314K ﹤0.01%
9,401
+473
4355
$314K ﹤0.01%
6,516
-6,184
4356
$313K ﹤0.01%
51,092
-4,362
4357
$312K ﹤0.01%
4,233
+377
4358
$311K ﹤0.01%
20,033
-6,727
4359
$310K ﹤0.01%
6,864
+673
4360
$310K ﹤0.01%
17,114
+4,564
4361
$309K ﹤0.01%
11,977
-4,464
4362
$309K ﹤0.01%
19,868
-19,073
4363
$308K ﹤0.01%
10,956
-1,107
4364
$308K ﹤0.01%
19,102
-3,872
4365
$308K ﹤0.01%
86,821
4366
$307K ﹤0.01%
18,781
-9,902
4367
$307K ﹤0.01%
2,500
+229
4368
$306K ﹤0.01%
14,473
-398
4369
$306K ﹤0.01%
21,564
-8,391
4370
$305K ﹤0.01%
18,664
-994
4371
$305K ﹤0.01%
6,661
-170
4372
$304K ﹤0.01%
70,613
-7,461
4373
$304K ﹤0.01%
46,529
+21,065
4374
$303K ﹤0.01%
18,330
+10,445
4375
$303K ﹤0.01%
+16,190