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
1501
$20.3M ﹤0.01%
310,202
+19,265
1502
$20.3M ﹤0.01%
198,670
+54,477
1503
$20.2M ﹤0.01%
406,241
+384,568
1504
$20.2M ﹤0.01%
234,211
+10,350
1505
$20.2M ﹤0.01%
937,437
+658,526
1506
$20.2M ﹤0.01%
620,580
+147,012
1507
$20.1M ﹤0.01%
10,676
-1,797
1508
$20.1M ﹤0.01%
776,611
+26,442
1509
$20.1M ﹤0.01%
269,104
+7,701
1510
$20.1M ﹤0.01%
545,536
-1,029,997
1511
$20M ﹤0.01%
2,004,875
+44,132
1512
$20M ﹤0.01%
490,288
+93,338
1513
$19.9M ﹤0.01%
383,050
+31,305
1514
$19.8M ﹤0.01%
174,744
+2,881
1515
$19.8M ﹤0.01%
454,021
+59,867
1516
$19.8M ﹤0.01%
890,762
-91,315
1517
$19.8M ﹤0.01%
122,543
-5,259
1518
$19.7M ﹤0.01%
806,452
+84,374
1519
$19.7M ﹤0.01%
692,725
-95,931
1520
$19.7M ﹤0.01%
90,995
+14,321
1521
$19.7M ﹤0.01%
197,726
+7,191
1522
$19.5M ﹤0.01%
398,665
+12,996
1523
$19.5M ﹤0.01%
1,220,359
-1,068,186
1524
$19.5M ﹤0.01%
208,764
+20,253
1525
$19.4M ﹤0.01%
553,454
-40,855