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
876
$65.8M 0.01%
4,624,434
+195,419
877
$65.5M 0.01%
1,996,474
+398,545
878
$65M 0.01%
1,802,389
-475,866
879
$64.6M 0.01%
1,475,688
-14,429
880
$64.6M 0.01%
1,627,990
+19,545
881
$64.5M 0.01%
1,915,393
+229,092
882
$64.4M 0.01%
314,523
-35,310
883
$64.4M 0.01%
1,534,472
+146,717
884
$64M 0.01%
1,277,833
+2,192
885
$63.9M 0.01%
1,056,518
-7,278
886
$63.9M 0.01%
1,627,580
-624,598
887
$63.7M 0.01%
2,371,792
+227,481
888
$63.6M 0.01%
1,103,739
+156,590
889
$63.5M 0.01%
491,778
-11,151
890
$63.3M 0.01%
450,968
+20,946
891
$63.3M 0.01%
899,185
+67,350
892
$63.3M 0.01%
562,640
+381
893
$62.8M 0.01%
660,157
+451
894
$62.8M 0.01%
604,559
+71,588
895
$62.6M 0.01%
846,170
+194,133
896
$62.5M 0.01%
2,265,097
-424,550
897
$62.5M 0.01%
2,332,702
-95,608
898
$62.5M 0.01%
4,442,136
+983,597
899
$62.2M 0.01%
2,931,813
+392,287
900
$62M 0.01%
2,560,546
-1,056,349