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
1526
$19.4M ﹤0.01%
473,408
+10,824
1527
$19.4M ﹤0.01%
440,510
-180,060
1528
$19.3M ﹤0.01%
843,327
-2,461
1529
$19.3M ﹤0.01%
176,970
+15,740
1530
$19.3M ﹤0.01%
1,064,898
-43,202
1531
$19.3M ﹤0.01%
434,931
+23,802
1532
$19.3M ﹤0.01%
3,131,254
-169,659
1533
$19.3M ﹤0.01%
682,873
+355,881
1534
$19.2M ﹤0.01%
598,690
+285,012
1535
$19.2M ﹤0.01%
711,374
+155,157
1536
$19.2M ﹤0.01%
1,809,450
-149,335
1537
$19.2M ﹤0.01%
688,158
-19,467
1538
$19.1M ﹤0.01%
373,420
+76,695
1539
$19M ﹤0.01%
515,217
+124,087
1540
$19M ﹤0.01%
1,170,976
+124,233
1541
$19M ﹤0.01%
608,374
-2,533
1542
$19M ﹤0.01%
1,419,288
+164,876
1543
$19M ﹤0.01%
356,316
+167,076
1544
$19M ﹤0.01%
175,579
-9,663
1545
$19M ﹤0.01%
2,619,400
+3,957
1546
$19M ﹤0.01%
452,142
+57,034
1547
$19M ﹤0.01%
1,272,646
+83,732
1548
$18.9M ﹤0.01%
297,305
+164,100
1549
$18.8M ﹤0.01%
1,864,333
+847,490
1550
$18.8M ﹤0.01%
+394,285