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
1451
$21.8M ﹤0.01%
262,690
+3,763
1452
$21.8M ﹤0.01%
847,716
-21,549
1453
$21.8M ﹤0.01%
234,883
+84,012
1454
$21.8M ﹤0.01%
1,089,638
-51,126
1455
$21.7M ﹤0.01%
708,638
+59,025
1456
$21.7M ﹤0.01%
+260,797
1457
$21.6M ﹤0.01%
1,050,027
+443,273
1458
$21.5M ﹤0.01%
320,927
-11,702
1459
$21.5M ﹤0.01%
734,463
-19,789
1460
$21.5M ﹤0.01%
188,940
-72,337
1461
$21.4M ﹤0.01%
403,098
+123,136
1462
$21.4M ﹤0.01%
217,633
-42,361
1463
$21.4M ﹤0.01%
2,174,808
+2,053,301
1464
$21.3M ﹤0.01%
829,113
-1,236,416
1465
$21.3M ﹤0.01%
598,376
+55,563
1466
$21.3M ﹤0.01%
381,225
-13,470
1467
$21.3M ﹤0.01%
497,374
+19,672
1468
$21.2M ﹤0.01%
1,161,722
-495,701
1469
$21.1M ﹤0.01%
792,660
-179,955
1470
$21.1M ﹤0.01%
161,106
+41,068
1471
$21.1M ﹤0.01%
354,907
+96,846
1472
$21.1M ﹤0.01%
358,593
+36,500
1473
$21.1M ﹤0.01%
322,389
-45,013
1474
$21M ﹤0.01%
1,918,318
-116,291
1475
$21M ﹤0.01%
665,060
-2,339