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
1826
$12.9M ﹤0.01%
575,662
+109,259
1827
$12.9M ﹤0.01%
278,575
-42,794
1828
$12.9M ﹤0.01%
261,193
-16,867
1829
$12.9M ﹤0.01%
1,850,662
+26,756
1830
$12.9M ﹤0.01%
594,850
-446,444
1831
$12.8M ﹤0.01%
92,279
+73,913
1832
$12.8M ﹤0.01%
427,930
+46,403
1833
$12.8M ﹤0.01%
222,040
-1,176,195
1834
$12.8M ﹤0.01%
1,040,485
+65,981
1835
$12.8M ﹤0.01%
84,170
+13,570
1836
$12.8M ﹤0.01%
253,251
+29,035
1837
$12.8M ﹤0.01%
797,764
-195,156
1838
$12.7M ﹤0.01%
189,417
-20,857
1839
$12.7M ﹤0.01%
113,024
+184
1840
$12.7M ﹤0.01%
222,345
-49,338
1841
$12.7M ﹤0.01%
322,617
+159,872
1842
$12.7M ﹤0.01%
411,324
+63,078
1843
$12.6M ﹤0.01%
527,561
-14,731
1844
$12.6M ﹤0.01%
422,671
-35,714
1845
$12.6M ﹤0.01%
479,194
+20,853
1846
$12.6M ﹤0.01%
521,333
-5,603
1847
$12.5M ﹤0.01%
222,020
+44,851
1848
$12.5M ﹤0.01%
237,218
+12,465
1849
$12.5M ﹤0.01%
2,092,884
+2,221
1850
$12.5M ﹤0.01%
1,173,236
-163,993