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
1376
$24.3M ﹤0.01%
679,187
+68,809
1377
$24.3M ﹤0.01%
854,706
-239,572
1378
$24.3M ﹤0.01%
247,709
+10,765
1379
$24.3M ﹤0.01%
156,662
+18,983
1380
$24.2M ﹤0.01%
2,246,252
-189,247
1381
$24.2M ﹤0.01%
267,564
-654
1382
$24.2M ﹤0.01%
1,148,183
-8,079
1383
$24.2M ﹤0.01%
1,098,738
-21,736
1384
$24.1M ﹤0.01%
594,873
+171,014
1385
$24.1M ﹤0.01%
3,816
+3,606
1386
$24.1M ﹤0.01%
508,388
-28,793
1387
$24M ﹤0.01%
916,170
+228,406
1388
$24M ﹤0.01%
342,386
-149,163
1389
$24M ﹤0.01%
789,755
-22,454
1390
$23.9M ﹤0.01%
709,560
+89,964
1391
$23.9M ﹤0.01%
480,225
-20,454
1392
$23.9M ﹤0.01%
586,895
-76,227
1393
$23.9M ﹤0.01%
194,683
+10,858
1394
$23.9M ﹤0.01%
592,025
-495,295
1395
$23.7M ﹤0.01%
396,940
+39,410
1396
$23.6M ﹤0.01%
883,230
-140,807
1397
$23.6M ﹤0.01%
528,627
+338,125
1398
$23.6M ﹤0.01%
500,659
+15,295
1399
$23.6M ﹤0.01%
624,645
-218,614
1400
$23.5M ﹤0.01%
974,703
-353,691