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
1551
$18.8M ﹤0.01%
952,360
-148,795
1552
$18.8M ﹤0.01%
1,122,389
-1,218,734
1553
$18.7M ﹤0.01%
1,499,305
+63,735
1554
$18.7M ﹤0.01%
363,440
+41,533
1555
$18.7M ﹤0.01%
489,236
+25,717
1556
$18.7M ﹤0.01%
480,051
-135,403
1557
$18.7M ﹤0.01%
950,396
+54,867
1558
$18.7M ﹤0.01%
134,709
+7,118
1559
$18.7M ﹤0.01%
685,008
-9,140
1560
$18.7M ﹤0.01%
319,188
-64,177
1561
$18.6M ﹤0.01%
398,786
+129,655
1562
$18.6M ﹤0.01%
900,007
-27,666
1563
$18.6M ﹤0.01%
323,515
+125,093
1564
$18.6M ﹤0.01%
1,987,838
+122,380
1565
$18.6M ﹤0.01%
1,248,147
+4,785
1566
$18.6M ﹤0.01%
152,905
+3,464
1567
$18.5M ﹤0.01%
108,477
+37,645
1568
$18.5M ﹤0.01%
1,287,992
-12,376
1569
$18.5M ﹤0.01%
934,863
+181,234
1570
$18.5M ﹤0.01%
715,822
+68,456
1571
$18.5M ﹤0.01%
205,183
+222
1572
$18.4M ﹤0.01%
577,673
+69,724
1573
$18.4M ﹤0.01%
1,650,730
+100,150
1574
$18.4M ﹤0.01%
877,945
+408,328
1575
$18.4M ﹤0.01%
1,869,374
+1,731