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
1476
$21M ﹤0.01%
188,784
+18,870
1477
$21M ﹤0.01%
1,510,020
+95,075
1478
$21M ﹤0.01%
897,343
+60,487
1479
$21M ﹤0.01%
1,330,657
+206,609
1480
$20.9M ﹤0.01%
384,658
-16,801
1481
$20.9M ﹤0.01%
1,203,303
-117,015
1482
$20.9M ﹤0.01%
377,165
-52,001
1483
$20.9M ﹤0.01%
386,538
+22,880
1484
$20.8M ﹤0.01%
1,612,334
-260,636
1485
$20.8M ﹤0.01%
399,490
+154,031
1486
$20.8M ﹤0.01%
3,062,482
+59,469
1487
$20.7M ﹤0.01%
725,090
-56,153
1488
$20.7M ﹤0.01%
569,625
+9,639
1489
$20.6M ﹤0.01%
758,414
+90,984
1490
$20.5M ﹤0.01%
465,719
-41,178
1491
$20.5M ﹤0.01%
5,253,223
-445,846
1492
$20.5M ﹤0.01%
702,724
+81,549
1493
$20.5M ﹤0.01%
1,509,952
+126,920
1494
$20.4M ﹤0.01%
314,959
+9,831
1495
$20.4M ﹤0.01%
1,100,031
+71,883
1496
$20.4M ﹤0.01%
1,360,170
+218,887
1497
$20.4M ﹤0.01%
453,753
+24,370
1498
$20.4M ﹤0.01%
658,723
+38,613
1499
$20.3M ﹤0.01%
333,841
-2,455
1500
$20.3M ﹤0.01%
492,439
-49,786