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
426
$228M 0.03%
5,590,144
+474,322
427
$228M 0.03%
3,075,971
+90,170
428
$227M 0.03%
2,134,317
-63,238
429
$227M 0.03%
1,985,370
+52,925
430
$227M 0.03%
1,277,586
+38,725
431
$226M 0.03%
1,451,050
-70,481
432
$226M 0.03%
191,957
+75,089
433
$225M 0.03%
2,063,825
-3,051,095
434
$225M 0.03%
9,027,104
-1,290,868
435
$224M 0.03%
1,100,203
-31,984
436
$220M 0.03%
4,230,899
+7,009
437
$216M 0.03%
7,859,162
+302,968
438
$216M 0.03%
1,224,021
+340,307
439
$215M 0.03%
5,191,291
+3,484,583
440
$215M 0.03%
3,919,845
-126,802
441
$214M 0.03%
2,343,339
-142,687
442
$214M 0.03%
2,108,452
-31,491
443
$213M 0.03%
4,535,758
-489,528
444
$213M 0.03%
1,010,612
+90,740
445
$213M 0.03%
1,777,427
-42,366
446
$212M 0.03%
4,188,049
-246,520
447
$212M 0.03%
858,448
+87,117
448
$211M 0.03%
4,224,824
+2,095,160
449
$210M 0.03%
9,224,880
-734,170
450
$208M 0.03%
4,012,495
+281,974