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
1626
$17.3M ﹤0.01%
1,876,567
+17,345
1627
$17.3M ﹤0.01%
1,825,624
+303,518
1628
$17.2M ﹤0.01%
312,184
-57,998
1629
$17.2M ﹤0.01%
592,510
+9,813
1630
$17.2M ﹤0.01%
244,562
-65,920
1631
$17.2M ﹤0.01%
235,266
-131,778
1632
$17.1M ﹤0.01%
187,825
-84,003
1633
$17.1M ﹤0.01%
796,707
-167,524
1634
$17.1M ﹤0.01%
427,607
-57,125
1635
$17.1M ﹤0.01%
130,911
+7,996
1636
$17M ﹤0.01%
173,982
+1,742
1637
$17M ﹤0.01%
1,797,305
+244,737
1638
$16.9M ﹤0.01%
358,370
-21,412
1639
$16.9M ﹤0.01%
502,093
+67,284
1640
$16.9M ﹤0.01%
693,509
-50,566
1641
$16.8M ﹤0.01%
297,419
-103,752
1642
$16.8M ﹤0.01%
4,107,992
-566,835
1643
$16.8M ﹤0.01%
277,175
+7,193
1644
$16.7M ﹤0.01%
1,789,222
+389,271
1645
$16.7M ﹤0.01%
506,911
-24,230
1646
$16.7M ﹤0.01%
986,955
-37,274
1647
$16.6M ﹤0.01%
433,098
+68,388
1648
$16.5M ﹤0.01%
131,988
+12,398
1649
$16.5M ﹤0.01%
1,869,848
+177,672
1650
$16.4M ﹤0.01%
606,286
+609