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
451
$208M 0.03%
5,425,793
+915,623
452
$206M 0.03%
4,745,987
+222,938
453
$205M 0.03%
5,167,073
+521,432
454
$205M 0.03%
9,075,868
-201,797
455
$204M 0.03%
2,148,686
+156,428
456
$204M 0.03%
1,569,278
+125,125
457
$203M 0.03%
18,231,898
-3,235,677
458
$203M 0.03%
2,614,712
+252,277
459
$203M 0.03%
795,852
-507
460
$202M 0.03%
3,372,828
-76,688
461
$201M 0.03%
1,382,312
+138,895
462
$200M 0.03%
2,748,870
+38,570
463
$200M 0.03%
2,479,206
-185,166
464
$199M 0.03%
3,369,978
+142,408
465
$199M 0.03%
7,097,605
-1,320,476
466
$199M 0.03%
6,645,322
-1,431,836
467
$198M 0.03%
1,820,738
+58,121
468
$198M 0.03%
384,144
+35,764
469
$196M 0.03%
7,206,881
+29,450
470
$196M 0.03%
6,043,595
+221,875
471
$196M 0.03%
1,138,760
+109,194
472
$195M 0.03%
1,472,170
+1,064
473
$194M 0.03%
12,422,389
+4,553,428
474
$194M 0.03%
4,134,884
+328,172
475
$194M 0.03%
692,960
+24,439