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
601
$134M 0.02%
5,324,026
+169,219
602
$133M 0.02%
731,333
+95,739
603
$133M 0.02%
1,682,586
-296,930
604
$133M 0.02%
1,337,299
+203,384
605
$133M 0.02%
2,559,200
+263,630
606
$132M 0.02%
3,851,083
-106,242
607
$132M 0.02%
3,176,026
+345,117
608
$132M 0.02%
2,393,248
-30,046
609
$131M 0.02%
5,599,884
+3,827,868
610
$131M 0.02%
1,868,613
+195,260
611
$130M 0.02%
1,340,644
+102,062
612
$128M 0.02%
7,088,951
+418,205
613
$128M 0.02%
544,047
+186,673
614
$125M 0.02%
23,120,471
+5,276,281
615
$125M 0.02%
1,373,215
-204,080
616
$125M 0.02%
2,421,711
+278,612
617
$125M 0.02%
4,778,889
+1,145,589
618
$125M 0.02%
5,572,688
+7,218
619
$124M 0.02%
451,003
-1,357
620
$124M 0.02%
1,173,371
+19,819
621
$123M 0.02%
6,061,568
-22,396
622
$123M 0.02%
3,392,928
+380,708
623
$123M 0.02%
507,537
+77,744
624
$123M 0.02%
1,010,598
-128,583
625
$122M 0.02%
1,448,270
-162,992