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
1401
$23.5M ﹤0.01%
250,556
+7,549
1402
$23.4M ﹤0.01%
434,521
+178,435
1403
$23.4M ﹤0.01%
315,284
+159,968
1404
$23.4M ﹤0.01%
803,712
+4,297
1405
$23.4M ﹤0.01%
33,445
+2,044
1406
$23.3M ﹤0.01%
284,388
+20,388
1407
$23.2M ﹤0.01%
1,591,098
-441,090
1408
$23.2M ﹤0.01%
712,798
-352,880
1409
$23.2M ﹤0.01%
336,516
-19,620
1410
$23.2M ﹤0.01%
178,770
-3,506
1411
$23.2M ﹤0.01%
548,861
-158,690
1412
$23.1M ﹤0.01%
416,746
-32,736
1413
$23.1M ﹤0.01%
651,175
-41,614
1414
$23.1M ﹤0.01%
1,407,470
+449,845
1415
$22.9M ﹤0.01%
1,280,324
-419,114
1416
$22.9M ﹤0.01%
505,582
-97,818
1417
$22.8M ﹤0.01%
626,484
+504,447
1418
$22.7M ﹤0.01%
180,892
+7,810
1419
$22.7M ﹤0.01%
872,657
-435,524
1420
$22.7M ﹤0.01%
172,140
+9,441
1421
$22.6M ﹤0.01%
2,150,063
+71,869
1422
$22.6M ﹤0.01%
612,012
+192,493
1423
$22.6M ﹤0.01%
849,000
+221,749
1424
$22.6M ﹤0.01%
483,378
+256,649
1425
$22.6M ﹤0.01%
539,417
+425,359