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
1126
$37.9M 0.01%
380,510
+6,321
1127
$37.5M 0.01%
1,711,936
-239,504
1128
$37.5M 0.01%
3,747,566
-1,159,120
1129
$37.5M 0.01%
461,243
+8,365
1130
$37.4M 0.01%
609,366
-64,701
1131
$37.4M 0.01%
297,319
+2,776
1132
$37.4M 0.01%
121,758
+26,114
1133
$37.2M 0.01%
848,615
-167,855
1134
$37.2M 0.01%
1,689,048
+152,323
1135
$37M 0.01%
1,086,339
+798,733
1136
$36.8M 0.01%
743,216
+201,580
1137
$36.8M 0.01%
813,626
+282,414
1138
$36.8M 0.01%
449,481
-159,043
1139
$36.7M 0.01%
1,111,326
-153,690
1140
$36.6M 0.01%
2,981,305
+2,652,792
1141
$36.6M 0.01%
565,510
+69,311
1142
$36.5M 0.01%
751,972
+37,184
1143
$36.5M 0.01%
434,556
-51,253
1144
$36.4M 0.01%
3,277,919
-403,998
1145
$36.3M ﹤0.01%
1,034,159
-465,177
1146
$36.3M ﹤0.01%
479,665
+133,688
1147
$36.3M ﹤0.01%
372,562
+11,802
1148
$36.2M ﹤0.01%
1,326,866
-759,130
1149
$35.9M ﹤0.01%
389,149
+38,635
1150
$35.9M ﹤0.01%
752,261
+27,236