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
1851
$12.5M ﹤0.01%
288,587
+79,708
1852
$12.5M ﹤0.01%
500,042
+46,368
1853
$12.5M ﹤0.01%
669,949
+44,496
1854
$12.5M ﹤0.01%
273,871
+10,813
1855
$12.4M ﹤0.01%
179,995
+2,381
1856
$12.4M ﹤0.01%
259,740
-79,122
1857
$12.4M ﹤0.01%
597,125
+65,801
1858
$12.4M ﹤0.01%
795,282
-993,228
1859
$12.4M ﹤0.01%
672,253
+119,450
1860
$12.4M ﹤0.01%
187,100
+21,566
1861
$12.4M ﹤0.01%
899,285
-230,503
1862
$12.4M ﹤0.01%
547,441
-21,236
1863
$12.4M ﹤0.01%
419,201
+147,998
1864
$12.4M ﹤0.01%
224,412
-26,081
1865
$12.3M ﹤0.01%
297,916
+7,093
1866
$12.3M ﹤0.01%
97,600
+8,640
1867
$12.3M ﹤0.01%
1,601,343
+603,687
1868
$12.3M ﹤0.01%
337,114
+27,626
1869
$12.3M ﹤0.01%
567,504
+14,050
1870
$12.2M ﹤0.01%
221,836
+28,877
1871
$12.2M ﹤0.01%
298,484
+17,799
1872
$12.2M ﹤0.01%
580,928
+14,437
1873
$12.2M ﹤0.01%
444,094
+23,456
1874
$12.1M ﹤0.01%
655,574
-30,574
1875
$12.1M ﹤0.01%
868,943
+4,964