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
5376
$35K ﹤0.01%
1,796
-989
5377
$35K ﹤0.01%
1,150
5378
$35K ﹤0.01%
1,359
+897
5379
$35K ﹤0.01%
7,495
-10,601
5380
$35K ﹤0.01%
1,781
+1,400
5381
$34K ﹤0.01%
131
-186
5382
$34K ﹤0.01%
2,416
-594
5383
$34K ﹤0.01%
9,859
+43
5384
$34K ﹤0.01%
2,009
-1,089
5385
$34K ﹤0.01%
3,646
+1
5386
$34K ﹤0.01%
3,098
-4,967
5387
$34K ﹤0.01%
2,261
+132
5388
$34K ﹤0.01%
+567
5389
$33K ﹤0.01%
2,151
+113
5390
$33K ﹤0.01%
451
+8
5391
$33K ﹤0.01%
3,732
-803
5392
$33K ﹤0.01%
1,950
5393
$33K ﹤0.01%
599
+148
5394
$33K ﹤0.01%
2,426
-8,000
5395
$33K ﹤0.01%
5,852
-34,060
5396
$32K ﹤0.01%
1,686
-9,140
5397
$32K ﹤0.01%
76,728
-27,399
5398
$32K ﹤0.01%
+1,833
5399
$32K ﹤0.01%
3,963
-2,986
5400
$32K ﹤0.01%
2,079
-73