Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
76
$2.23B 0.3%
13,506,540
+562,835
77
$2.22B 0.3%
40,942,563
+2,270,844
78
$2.21B 0.3%
31,489,758
-596,216
79
$2.16B 0.29%
58,222,235
-1,046,935
80
$2.13B 0.29%
43,235,977
+3,687,714
81
$2.12B 0.29%
75,681,239
+10,032,609
82
$2.11B 0.29%
16,709,149
+1,646,659
83
$2.1B 0.29%
48,763,925
+753,077
84
$2B 0.27%
10,156,511
+161,821
85
$1.98B 0.27%
32,888,864
+1,154,893
86
$1.98B 0.27%
10,501,716
-195,266
87
$1.97B 0.27%
25,145,633
+652,967
88
$1.97B 0.27%
45,571,910
-1,213,797
89
$1.85B 0.25%
11,106,335
+443,945
90
$1.85B 0.25%
31,709,914
+3,230,280
91
$1.84B 0.25%
21,260,080
-463,903
92
$1.84B 0.25%
13,569,255
+1,051,660
93
$1.83B 0.25%
33,635,091
+4,905,225
94
$1.82B 0.25%
7,177,015
+19,454
95
$1.8B 0.24%
74,696,733
-1,639,796
96
$1.78B 0.24%
10,470,670
-215,145
97
$1.77B 0.24%
11,967,649
+296,096
98
$1.76B 0.24%
7,300,134
+688,011
99
$1.75B 0.24%
5,183,084
-94,918
100
$1.75B 0.24%
6,297,687
+948,644
2 3
4
5 6