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
1676
$15.7M ﹤0.01%
318,024
-83,275
1677
$15.7M ﹤0.01%
243,423
+101,138
1678
$15.7M ﹤0.01%
390,309
-126,625
1679
$15.7M ﹤0.01%
916,872
+29,087
1680
$15.6M ﹤0.01%
102,860
-63,393
1681
$15.6M ﹤0.01%
112,457
+24,360
1682
$15.6M ﹤0.01%
354,867
-224,230
1683
$15.6M ﹤0.01%
410,289
-15,366
1684
$15.6M ﹤0.01%
304,357
+31,661
1685
$15.5M ﹤0.01%
499,452
+15,721
1686
$15.5M ﹤0.01%
179,250
+82,437
1687
$15.4M ﹤0.01%
299,222
+34,283
1688
$15.4M ﹤0.01%
354,179
+32,601
1689
$15.4M ﹤0.01%
316,505
+11,590
1690
$15.4M ﹤0.01%
112,563
+12,370
1691
$15.4M ﹤0.01%
1,245,753
+838,851
1692
$15.3M ﹤0.01%
475,091
+59,231
1693
$15.3M ﹤0.01%
244,448
+12,812
1694
$15.3M ﹤0.01%
668,967
+223,035
1695
$15.3M ﹤0.01%
1,076,879
+55,888
1696
$15.3M ﹤0.01%
151,234
+38,605
1697
$15.3M ﹤0.01%
285,234
-40,020
1698
$15.2M ﹤0.01%
243,882
+1,067
1699
$15.2M ﹤0.01%
375,142
-16,837
1700
$15.2M ﹤0.01%
225,740
-24,452