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
1751
$14.3M ﹤0.01%
484,504
-254,974
1752
$14.2M ﹤0.01%
662,235
+85,545
1753
$14.2M ﹤0.01%
253,122
-218,288
1754
$14.2M ﹤0.01%
547,841
-27,344
1755
$14.2M ﹤0.01%
956,774
+369,563
1756
$14.1M ﹤0.01%
2,065,151
-999,974
1757
$14.1M ﹤0.01%
231,513
+57,774
1758
$14.1M ﹤0.01%
329,306
+60,915
1759
$14.1M ﹤0.01%
1,020,179
-145,422
1760
$14.1M ﹤0.01%
560,006
-12,158
1761
$14.1M ﹤0.01%
124,676
+3,016
1762
$14.1M ﹤0.01%
437,448
+153,182
1763
$14M ﹤0.01%
1,689,526
-317,139
1764
$14M ﹤0.01%
839,467
+760,960
1765
$14M ﹤0.01%
636,673
+18,942
1766
$14M ﹤0.01%
363,750
+35,607
1767
$14M ﹤0.01%
150,127
+95,148
1768
$14M ﹤0.01%
226,232
+11,004
1769
$14M ﹤0.01%
169,173
+136,907
1770
$14M ﹤0.01%
265,799
+17,735
1771
$14M ﹤0.01%
568,241
+86,229
1772
$13.9M ﹤0.01%
766,945
+315,779
1773
$13.9M ﹤0.01%
217,672
+13,316
1774
$13.9M ﹤0.01%
823,935
-87,453
1775
$13.9M ﹤0.01%
1,123,681
+300,675