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
526
$161M 0.02%
4,462,649
+448,775
527
$161M 0.02%
551,782
-117,005
528
$160M 0.02%
1,542,309
+308,312
529
$160M 0.02%
2,603,017
+15,384
530
$160M 0.02%
6,390,672
+445,076
531
$159M 0.02%
4,643,543
+557,968
532
$159M 0.02%
3,446,773
+42,953
533
$157M 0.02%
6,328,400
+264,900
534
$157M 0.02%
4,585,551
-618,524
535
$157M 0.02%
5,134,532
-332,648
536
$157M 0.02%
3,372,068
-53,547
537
$156M 0.02%
6,628,510
-269,595
538
$155M 0.02%
2,438,273
+72,130
539
$155M 0.02%
1,464,648
-80,457
540
$155M 0.02%
4,303,722
+372,904
541
$154M 0.02%
2,904,496
+199,311
542
$153M 0.02%
5,653,316
+411,464
543
$153M 0.02%
5,999,518
+530,132
544
$152M 0.02%
5,417,935
+696,472
545
$151M 0.02%
1,236,937
+259,601
546
$151M 0.02%
2,803,522
+1,470,466
547
$151M 0.02%
3,314,655
-230,790
548
$151M 0.02%
4,212,517
-251,141
549
$150M 0.02%
1,068,462
-91,175
550
$150M 0.02%
8,476,267
-786,955