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
1051
$44M 0.01%
794,211
+27,391
1052
$43.9M 0.01%
6,739,681
-258,611
1053
$43.7M 0.01%
950,469
-10,443
1054
$43.7M 0.01%
3,133,902
+299,143
1055
$43.6M 0.01%
1,441,829
+424,095
1056
$43.6M 0.01%
1,827,308
+697,970
1057
$43.5M 0.01%
1,735,711
+313,364
1058
$43.5M 0.01%
1,959,895
-90,139
1059
$43.4M 0.01%
83,412
-6,204
1060
$43.4M 0.01%
3,986,509
-16,814
1061
$43.3M 0.01%
340,144
+2,152
1062
$43.3M 0.01%
1,058,573
-79,726
1063
$43.2M 0.01%
716,228
-21,832
1064
$43.1M 0.01%
451,022
-129,792
1065
$43M 0.01%
6,074,838
+1,173,915
1066
$42.8M 0.01%
383,202
+70,593
1067
$42.5M 0.01%
666,390
+77,535
1068
$42.4M 0.01%
1,241,863
-191,316
1069
$42.4M 0.01%
450,851
+62,491
1070
$42.3M 0.01%
546,073
+50,191
1071
$42.1M 0.01%
696,284
+14,570
1072
$42M 0.01%
1,300,547
+370,100
1073
$41.7M 0.01%
988,300
-74,217
1074
$41.7M 0.01%
1,156,372
+61,095
1075
$41.6M 0.01%
2,178,245
+682,535