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
1576
$18.3M ﹤0.01%
358,918
-159,247
1577
$18.3M ﹤0.01%
850,321
+80,501
1578
$18.3M ﹤0.01%
236,991
-16,871
1579
$18.3M ﹤0.01%
919,452
-3,959
1580
$18.3M ﹤0.01%
128,924
+1,881
1581
$18.3M ﹤0.01%
357,892
+9,459
1582
$18.2M ﹤0.01%
3,716,177
-974,961
1583
$18.2M ﹤0.01%
352,802
-29,395
1584
$18.2M ﹤0.01%
525,830
-33,646
1585
$18.2M ﹤0.01%
849,949
+92,910
1586
$18.1M ﹤0.01%
1,265,607
-17,242
1587
$18.1M ﹤0.01%
1,222,419
+139,641
1588
$18.1M ﹤0.01%
302,093
+92,128
1589
$18.1M ﹤0.01%
1,553,402
-16,100
1590
$18.1M ﹤0.01%
188,840
-45,591
1591
$18.1M ﹤0.01%
351,517
-26,963
1592
$18.1M ﹤0.01%
556,721
-76,336
1593
$18M ﹤0.01%
553,141
+197,622
1594
$18M ﹤0.01%
685,016
-23,874
1595
$17.9M ﹤0.01%
767,865
-79,492
1596
$17.9M ﹤0.01%
256,138
+14,130
1597
$17.9M ﹤0.01%
106,107
+89,080
1598
$17.9M ﹤0.01%
184,037
-33,020
1599
$17.9M ﹤0.01%
709,013
-11,107
1600
$17.8M ﹤0.01%
842,213
-10,597