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
1276
$28.8M ﹤0.01%
566,388
+11,866
1277
$28.8M ﹤0.01%
386,434
+29,466
1278
$28.8M ﹤0.01%
688,001
+193
1279
$28.8M ﹤0.01%
359,785
-49,278
1280
$28.8M ﹤0.01%
451,423
+126,934
1281
$28.8M ﹤0.01%
807,720
-47,120
1282
$28.7M ﹤0.01%
953,728
+137,970
1283
$28.7M ﹤0.01%
922,072
-510,208
1284
$28.7M ﹤0.01%
319,779
-53,839
1285
$28.7M ﹤0.01%
690,478
-27,224
1286
$28.6M ﹤0.01%
19,388
+4,923
1287
$28.6M ﹤0.01%
2,128,476
-133,338
1288
$28.6M ﹤0.01%
1,423,420
+395,430
1289
$28.5M ﹤0.01%
420,965
+40,045
1290
$28.5M ﹤0.01%
475,077
-8,861
1291
$28.4M ﹤0.01%
326,613
-4,082
1292
$28.3M ﹤0.01%
1,971,040
-633,478
1293
$28.2M ﹤0.01%
455,004
+28,396
1294
$28.1M ﹤0.01%
3,987,304
+3,510,426
1295
$28M ﹤0.01%
816,285
+220,510
1296
$27.9M ﹤0.01%
1,084,314
+349,926
1297
$27.9M ﹤0.01%
256,553
+82,494
1298
$27.9M ﹤0.01%
1,038,707
+11,497
1299
$27.7M ﹤0.01%
1,076,820
+54,960
1300
$27.6M ﹤0.01%
4,623,460
-1,067,481