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
1801
$13.3M ﹤0.01%
442,643
-23,079
1802
$13.3M ﹤0.01%
716,124
-14,633
1803
$13.3M ﹤0.01%
528,341
+295,907
1804
$13.3M ﹤0.01%
70,051
+4,879
1805
$13.3M ﹤0.01%
353,430
+1,258
1806
$13.2M ﹤0.01%
979,824
+19,037
1807
$13.2M ﹤0.01%
472,777
-22,487
1808
$13.2M ﹤0.01%
1,073,084
-297,230
1809
$13.2M ﹤0.01%
124,195
-20,762
1810
$13.1M ﹤0.01%
380,971
-84,992
1811
$13.1M ﹤0.01%
718,337
+41,918
1812
$13.1M ﹤0.01%
2,786,421
+123,386
1813
$13.1M ﹤0.01%
1,442,713
+144,992
1814
$13.1M ﹤0.01%
662,585
-237,511
1815
$13.1M ﹤0.01%
712,781
-130,076
1816
$13M ﹤0.01%
1,240,480
-41,799
1817
$13M ﹤0.01%
722,014
+117,844
1818
$13M ﹤0.01%
474,437
+406,220
1819
$13M ﹤0.01%
165,604
+120,998
1820
$13M ﹤0.01%
556,921
+553,919
1821
$13M ﹤0.01%
738,146
+10,672
1822
$13M ﹤0.01%
205,724
-12,254
1823
$13M ﹤0.01%
854,764
+161,505
1824
$13M ﹤0.01%
522,144
+322,688
1825
$13M ﹤0.01%
187,839
+8,546