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
1701
$15.2M ﹤0.01%
444,788
-71,285
1702
$15.2M ﹤0.01%
1,828,080
+116,386
1703
$15.2M ﹤0.01%
193,643
-16,468
1704
$15.2M ﹤0.01%
946,691
+61,378
1705
$15.1M ﹤0.01%
832,378
+5,679
1706
$15.1M ﹤0.01%
1,144,505
+22,390
1707
$15M ﹤0.01%
1,668,961
+140,532
1708
$15M ﹤0.01%
283,866
-24,135
1709
$15M ﹤0.01%
303,393
+76,943
1710
$15M ﹤0.01%
353,063
-26,423
1711
$15M ﹤0.01%
164,543
+4,840
1712
$15M ﹤0.01%
935,740
-106,799
1713
$15M ﹤0.01%
173,304
+39,002
1714
$15M ﹤0.01%
4,386,568
+3,773,229
1715
$15M ﹤0.01%
363,395
+71,134
1716
$14.9M ﹤0.01%
185,371
+57,296
1717
$14.9M ﹤0.01%
82,471
+12,759
1718
$14.9M ﹤0.01%
560,489
+4,814
1719
$14.8M ﹤0.01%
319,205
-20,563
1720
$14.8M ﹤0.01%
370,029
-2,430
1721
$14.8M ﹤0.01%
1,652,923
+113,537
1722
$14.7M ﹤0.01%
965,068
-148,463
1723
$14.7M ﹤0.01%
869,696
+71,908
1724
$14.7M ﹤0.01%
219,709
-27,148
1725
$14.7M ﹤0.01%
267,628
-1,414