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
1301
$27.6M ﹤0.01%
601,065
-18,240
1302
$27.6M ﹤0.01%
302,654
+56,709
1303
$27.5M ﹤0.01%
1,404,971
-178,572
1304
$27.5M ﹤0.01%
2,326,852
+45,506
1305
$27.5M ﹤0.01%
2,105,429
+8,026
1306
$27.4M ﹤0.01%
290,491
-66,771
1307
$27.4M ﹤0.01%
211,133
+20,973
1308
$27.3M ﹤0.01%
782,537
-552,420
1309
$27.2M ﹤0.01%
337,370
+135,990
1310
$27.2M ﹤0.01%
679,838
+400,159
1311
$27.1M ﹤0.01%
1,926,410
-319,269
1312
$27.1M ﹤0.01%
309,299
+57,397
1313
$27.1M ﹤0.01%
2,318,891
+322,539
1314
$27.1M ﹤0.01%
758,331
-190,502
1315
$27M ﹤0.01%
241,647
-32,589
1316
$27M ﹤0.01%
70,264
+56,297
1317
$27M ﹤0.01%
518,894
-8,984
1318
$27M ﹤0.01%
427,406
+1,793
1319
$27M ﹤0.01%
167,862
+1,082
1320
$26.8M ﹤0.01%
1,462,642
+16,953
1321
$26.7M ﹤0.01%
245,138
-3,578
1322
$26.7M ﹤0.01%
530,423
-43,172
1323
$26.5M ﹤0.01%
197,552
-4,583
1324
$26.5M ﹤0.01%
78,235
+3,872
1325
$26.4M ﹤0.01%
794,060
-1,124,015