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
1076
$41.5M 0.01%
1,530,063
+70,733
1077
$41.4M 0.01%
3,203,440
+1,189,040
1078
$41.4M 0.01%
1,172,055
+185,476
1079
$41.3M 0.01%
1,057,511
-55,525
1080
$40.9M 0.01%
4,363,293
+1,525,076
1081
$40.8M 0.01%
190,841
-12,933
1082
$40.8M 0.01%
1,228,034
-554,239
1083
$40.8M 0.01%
498,162
-97,602
1084
$40.8M 0.01%
424,083
-72,654
1085
$40.7M 0.01%
1,657,879
+720,145
1086
$40.7M 0.01%
856,822
+116,817
1087
$40.6M 0.01%
959,284
+570,963
1088
$40.6M 0.01%
2,772,807
+329,979
1089
$40.5M 0.01%
313,472
-256
1090
$40.5M 0.01%
721,360
+59,396
1091
$40.5M 0.01%
1,062,495
+172,623
1092
$40.4M 0.01%
189,560
+20,640
1093
$40.3M 0.01%
1,269,978
-743,481
1094
$40.3M 0.01%
1,626,619
+17,889
1095
$40.2M 0.01%
236,604
+2,996
1096
$40.1M 0.01%
319,921
+8,386
1097
$40M 0.01%
2,089,799
-183,286
1098
$40M 0.01%
934,948
+75,749
1099
$39.9M 0.01%
416,083
+19,101
1100
$39.8M 0.01%
1,532,540
-758,025