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
101
$1.74B 0.24%
14,765,267
+1,802,179
102
$1.73B 0.24%
45,572,530
+5,515,192
103
$1.7B 0.23%
22,019,490
-4,866,909
104
$1.62B 0.22%
25,232,009
-2,728,514
105
$1.59B 0.22%
18,207,656
+714,905
106
$1.54B 0.21%
13,301,477
+1,023,280
107
$1.54B 0.21%
42,664,793
+6,456,791
108
$1.53B 0.21%
17,398,994
+3,516,614
109
$1.45B 0.2%
17,411,904
+1,045,385
110
$1.45B 0.2%
13,937,391
+481,452
111
$1.44B 0.2%
8,804,801
+249,035
112
$1.43B 0.19%
12,237,176
-90,405
113
$1.4B 0.19%
16,305,454
-278,147
114
$1.39B 0.19%
6,154,949
-32,444
115
$1.38B 0.19%
23,588,949
-2,932,106
116
$1.36B 0.19%
23,700,755
-1,013,772
117
$1.35B 0.18%
14,446,225
+1,004,473
118
$1.35B 0.18%
30,531,921
+1,722,220
119
$1.35B 0.18%
10,718,394
+849,866
120
$1.33B 0.18%
9,515,651
-411,633
121
$1.28B 0.17%
22,328,196
-347,212
122
$1.26B 0.17%
2,525,219
+159,115
123
$1.25B 0.17%
14,897,694
-2,221,692
124
$1.22B 0.17%
31,027,947
+1,449,788
125
$1.21B 0.16%
18,472,968
+4,021,511
3 4
5
6 7