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
1151
$35.8M ﹤0.01%
1,010,241
+222,919
1152
$35.8M ﹤0.01%
897,380
-929,970
1153
$35.6M ﹤0.01%
585,700
+104,704
1154
$35.5M ﹤0.01%
1,944,640
+975,464
1155
$35.5M ﹤0.01%
284,842
+28,608
1156
$35.5M ﹤0.01%
1,239,092
-80,940
1157
$35.4M ﹤0.01%
428,507
+60,217
1158
$35.4M ﹤0.01%
199,861
+10,061
1159
$35.4M ﹤0.01%
606,574
-453,233
1160
$35.4M ﹤0.01%
781,764
+16,511
1161
$35.3M ﹤0.01%
26,328
+78
1162
$35.3M ﹤0.01%
360,876
-20,829
1163
$35.3M ﹤0.01%
865,477
+237,700
1164
$35.2M ﹤0.01%
1,055,936
+466,642
1165
$35M ﹤0.01%
1,069,426
+28,943
1166
$35M ﹤0.01%
1,165,693
-161,054
1167
$35M ﹤0.01%
467,331
+175,294
1168
$34.9M ﹤0.01%
1,086,404
+68,989
1169
$34.8M ﹤0.01%
563,627
+9,506
1170
$34.8M ﹤0.01%
332,747
+16,986
1171
$34.8M ﹤0.01%
1,468,885
-2,383
1172
$34.7M ﹤0.01%
894,491
-45,480
1173
$34.7M ﹤0.01%
998,082
+71,783
1174
$34.6M ﹤0.01%
596,620
+1,114
1175
$34.6M ﹤0.01%
193,003
+16,867