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
676
$104M 0.01%
2,944,442
+412,375
677
$104M 0.01%
4,064,049
-2,128,271
678
$104M 0.01%
2,236,263
+813,825
679
$103M 0.01%
699,324
+93,857
680
$103M 0.01%
986,914
+29,500
681
$103M 0.01%
671,615
-232,269
682
$103M 0.01%
1,003,875
+415,528
683
$102M 0.01%
1,417,967
+32,191
684
$101M 0.01%
1,363,261
-170,118
685
$101M 0.01%
798,804
-118,706
686
$101M 0.01%
763,437
-12,090
687
$101M 0.01%
422,608
+203,702
688
$101M 0.01%
922,239
+149,766
689
$100M 0.01%
2,061,750
-49,452
690
$99.9M 0.01%
3,009,561
-612,184
691
$99.8M 0.01%
1,724,906
+111,680
692
$99.5M 0.01%
710,372
+607,689
693
$99.4M 0.01%
1,999,588
+157,760
694
$99.3M 0.01%
1,211,968
+727,352
695
$98.6M 0.01%
2,113,810
+80,831
696
$97.8M 0.01%
413,525
-38,575
697
$96.5M 0.01%
1,165,142
+21,412
698
$96.1M 0.01%
5,293,873
+912,449
699
$96M 0.01%
1,410,254
+140,674
700
$95.5M 0.01%
2,406,737
+676,137