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
1351
$25.3M ﹤0.01%
244,948
-77,049
1352
$25.3M ﹤0.01%
1,313,794
-474,949
1353
$25.2M ﹤0.01%
141,974
-11,343
1354
$25.2M ﹤0.01%
247,167
-48,669
1355
$25.2M ﹤0.01%
833,586
+51,209
1356
$25.2M ﹤0.01%
315,061
-38,231
1357
$25.2M ﹤0.01%
739,380
-10,046
1358
$25.1M ﹤0.01%
469,115
+51,110
1359
$25.1M ﹤0.01%
155,699
+3,981
1360
$25.1M ﹤0.01%
761,900
+76,251
1361
$25.1M ﹤0.01%
232,846
+103,412
1362
$25.1M ﹤0.01%
678,696
-28,703
1363
$24.9M ﹤0.01%
337,030
+539
1364
$24.9M ﹤0.01%
715,487
+42,705
1365
$24.7M ﹤0.01%
287,811
-23,397
1366
$24.7M ﹤0.01%
401,347
-127,434
1367
$24.6M ﹤0.01%
24,265
-2,189
1368
$24.6M ﹤0.01%
734,068
+203,432
1369
$24.6M ﹤0.01%
293,091
-7,139
1370
$24.6M ﹤0.01%
256,071
-14,966
1371
$24.6M ﹤0.01%
1,247,843
-63,648
1372
$24.6M ﹤0.01%
922,940
-23,319
1373
$24.5M ﹤0.01%
979,419
-14,431
1374
$24.5M ﹤0.01%
803,197
+13,762
1375
$24.4M ﹤0.01%
500,875
-8