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
4576
$212K ﹤0.01%
378
-1,842
4577
$211K ﹤0.01%
14,138
-2,544
4578
$211K ﹤0.01%
41,993
-14,440
4579
$210K ﹤0.01%
19,921
-5,635
4580
$210K ﹤0.01%
7,548
-132
4581
$210K ﹤0.01%
+17,220
4582
$209K ﹤0.01%
36,104
+8,901
4583
$209K ﹤0.01%
+6,948
4584
$209K ﹤0.01%
10,589
+2,898
4585
$209K ﹤0.01%
6,013
+93
4586
$208K ﹤0.01%
14,249
-18,227
4587
$208K ﹤0.01%
31,959
-3,783
4588
$207K ﹤0.01%
9,652
-3,078
4589
$207K ﹤0.01%
9,243
-1,445
4590
$206K ﹤0.01%
33,814
+8,292
4591
$206K ﹤0.01%
14,294
+7,976
4592
$205K ﹤0.01%
20,712
-19,266
4593
$205K ﹤0.01%
58,661
-11,179
4594
$204K ﹤0.01%
19,406
-16,639
4595
$204K ﹤0.01%
26,197
+8,921
4596
$204K ﹤0.01%
63,858
+19,941
4597
$204K ﹤0.01%
4,912
-46
4598
$202K ﹤0.01%
47,235
-1,557
4599
$202K ﹤0.01%
5,486
-25
4600
$201K ﹤0.01%
36,757
+25,592