Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
151
$912M 0.12%
6,806,755
+394,482
152
$906M 0.12%
4,507,127
+206,125
153
$898M 0.12%
7,827,865
+213,478
154
$897M 0.12%
8,964,156
+563,299
155
$897M 0.12%
6,110,812
-302,045
156
$897M 0.12%
3,881,266
+32,117
157
$892M 0.12%
17,366,988
+603,458
158
$886M 0.12%
6,021,932
+32,563
159
$881M 0.12%
8,012,888
+294,504
160
$863M 0.12%
6,232,774
+1,699,299
161
$861M 0.12%
5,207,282
+73,147
162
$854M 0.12%
10,814,169
-269,422
163
$854M 0.12%
8,286,108
+1,748,195
164
$853M 0.12%
3,582,100
+364,606
165
$836M 0.11%
5,846,232
+3,357
166
$830M 0.11%
5,620,552
+20,062
167
$827M 0.11%
7,422,349
+527,474
168
$827M 0.11%
31,056,044
+1,706,888
169
$824M 0.11%
21,330,998
+21,284
170
$814M 0.11%
3,441,489
+289,020
171
$805M 0.11%
6,936,729
-109,618
172
$805M 0.11%
7,274,247
-131,415
173
$802M 0.11%
16,584,387
+402,416
174
$793M 0.11%
9,936,892
-272,921
175
$780M 0.11%
63,261,057
-1,063,131