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
1426
$22.6M ﹤0.01%
545,960
+11,696
1427
$22.6M ﹤0.01%
1,164,225
+115,947
1428
$22.5M ﹤0.01%
7,665,313
+7,503,811
1429
$22.5M ﹤0.01%
185,613
+7,377
1430
$22.4M ﹤0.01%
3,444,436
-320,161
1431
$22.4M ﹤0.01%
520,189
+17,461
1432
$22.4M ﹤0.01%
824,420
+51,048
1433
$22.2M ﹤0.01%
269,518
+67,613
1434
$22.1M ﹤0.01%
576,974
+270,598
1435
$22.1M ﹤0.01%
367,968
-93,041
1436
$22.1M ﹤0.01%
662,839
-633,026
1437
$22.1M ﹤0.01%
601,050
-90,740
1438
$22.1M ﹤0.01%
432,867
+157,813
1439
$22M ﹤0.01%
346,772
-8,772
1440
$22M ﹤0.01%
279,992
+44,356
1441
$22M ﹤0.01%
1,800,581
-215,896
1442
$22M ﹤0.01%
468,209
+90,561
1443
$21.9M ﹤0.01%
3,079,962
+1,023,681
1444
$21.9M ﹤0.01%
262,924
+5,266
1445
$21.9M ﹤0.01%
411,960
-54,100
1446
$21.9M ﹤0.01%
283,693
-14,630
1447
$21.9M ﹤0.01%
233,230
-17,575
1448
$21.9M ﹤0.01%
1,448,337
-922,178
1449
$21.8M ﹤0.01%
57,061
-24,964
1450
$21.8M ﹤0.01%
246,170
-25,722