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
1776
$13.8M ﹤0.01%
219,383
-17,434
1777
$13.8M ﹤0.01%
1,007,180
-47,623
1778
$13.8M ﹤0.01%
429,682
+43,657
1779
$13.7M ﹤0.01%
432,293
-73,527
1780
$13.7M ﹤0.01%
881,295
+169,497
1781
$13.6M ﹤0.01%
649,394
+574,804
1782
$13.6M ﹤0.01%
287,775
+199,347
1783
$13.6M ﹤0.01%
600,553
+150,909
1784
$13.6M ﹤0.01%
17,476
+3,757
1785
$13.6M ﹤0.01%
156,190
+42,779
1786
$13.6M ﹤0.01%
325,626
+193,030
1787
$13.5M ﹤0.01%
333,713
+3,173
1788
$13.5M ﹤0.01%
415,011
-724,249
1789
$13.5M ﹤0.01%
964,723
+246,637
1790
$13.5M ﹤0.01%
667,351
-359,037
1791
$13.4M ﹤0.01%
305,066
-30,776
1792
$13.4M ﹤0.01%
516,112
+4,212
1793
$13.4M ﹤0.01%
326,913
-10,960
1794
$13.3M ﹤0.01%
107,574
-9,265
1795
$13.3M ﹤0.01%
342,306
+75,899
1796
$13.3M ﹤0.01%
345,713
-11,848
1797
$13.3M ﹤0.01%
455,618
-53,323
1798
$13.3M ﹤0.01%
257,660
-2,735
1799
$13.3M ﹤0.01%
547,400
-832,379
1800
$13.3M ﹤0.01%
452,043
+247,331