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
801
$78.3M 0.01%
1,463,990
-148,750
802
$78.3M 0.01%
2,779,794
+156,212
803
$78.1M 0.01%
1,383,118
+3,154
804
$77.8M 0.01%
620,199
+155,819
805
$77.8M 0.01%
845,217
+63,543
806
$77.8M 0.01%
1,318,022
+54,047
807
$77.8M 0.01%
3,893,274
+18,350
808
$77.6M 0.01%
424,107
-206,042
809
$77.6M 0.01%
551,489
+6,983
810
$77.5M 0.01%
1,727,371
+293,987
811
$77.5M 0.01%
584,983
+31,493
812
$76.7M 0.01%
1,327,260
+13,769
813
$76.5M 0.01%
1,565,393
+713,074
814
$76.4M 0.01%
2,198,969
+1,364,195
815
$76.3M 0.01%
591,415
+68,912
816
$76.1M 0.01%
388,908
+36,477
817
$76.1M 0.01%
1,249,820
+100,385
818
$76M 0.01%
3,410,676
+579,628
819
$75.7M 0.01%
2,886,120
+153,262
820
$75.4M 0.01%
2,988,034
+100,074
821
$75.1M 0.01%
988,695
-324,804
822
$75M 0.01%
3,447,369
+47,801
823
$74.4M 0.01%
6,022,779
-19,456
824
$74.1M 0.01%
1,868,266
-558,528
825
$73.9M 0.01%
828,656
+275,033