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
1651
$16.4M ﹤0.01%
326,952
-198,120
1652
$16.4M ﹤0.01%
138,084
+39,806
1653
$16.4M ﹤0.01%
420,603
+2,672
1654
$16.4M ﹤0.01%
306,654
+10,422
1655
$16.3M ﹤0.01%
1,170,761
-1,662,301
1656
$16.3M ﹤0.01%
98,083
-50,617
1657
$16.2M ﹤0.01%
269,892
+135,647
1658
$16.2M ﹤0.01%
178,044
-7,720
1659
$16.2M ﹤0.01%
125,290
+49,998
1660
$16.1M ﹤0.01%
930,564
-148,310
1661
$16.1M ﹤0.01%
1,381,064
-261,198
1662
$16.1M ﹤0.01%
720,565
-121,266
1663
$16.1M ﹤0.01%
631,202
-59,443
1664
$16M ﹤0.01%
1,664,940
+228,961
1665
$16M ﹤0.01%
605,595
-16,720
1666
$15.9M ﹤0.01%
116,998
+70,336
1667
$15.9M ﹤0.01%
421,150
+123,790
1668
$15.9M ﹤0.01%
1,820,609
-399,851
1669
$15.9M ﹤0.01%
320,894
+49,899
1670
$15.9M ﹤0.01%
83,836
-6,104
1671
$15.9M ﹤0.01%
428,911
-8,007
1672
$15.8M ﹤0.01%
469,527
-18,012
1673
$15.8M ﹤0.01%
1,089,173
+423,802
1674
$15.8M ﹤0.01%
1,295,869
+95,336
1675
$15.8M ﹤0.01%
1,410,981
+115,691