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
1876
$12.1M ﹤0.01%
207,881
-50,303
1877
$12M ﹤0.01%
301,767
+14,765
1878
$12M ﹤0.01%
849,889
+151,793
1879
$12M ﹤0.01%
108,057
+1,034
1880
$11.9M ﹤0.01%
309,558
+24,515
1881
$11.9M ﹤0.01%
372,973
+5,907
1882
$11.9M ﹤0.01%
557,815
+90,344
1883
$11.9M ﹤0.01%
2,851,185
1884
$11.9M ﹤0.01%
353,534
-47,263
1885
$11.8M ﹤0.01%
286,765
-6,585
1886
$11.8M ﹤0.01%
209,467
+11,784
1887
$11.8M ﹤0.01%
931,388
+3,242
1888
$11.8M ﹤0.01%
1,736,565
-416,516
1889
$11.8M ﹤0.01%
306,277
-11,376
1890
$11.8M ﹤0.01%
2,102,582
+1,280
1891
$11.8M ﹤0.01%
6,657,795
-2,522,877
1892
$11.8M ﹤0.01%
234,915
-119,066
1893
$11.8M ﹤0.01%
434,835
-43,707
1894
$11.8M ﹤0.01%
148,925
-17,961
1895
$11.7M ﹤0.01%
237,834
+16,803
1896
$11.7M ﹤0.01%
185,113
+4,140
1897
$11.7M ﹤0.01%
463,065
-109,757
1898
$11.6M ﹤0.01%
492,747
+154,466
1899
$11.6M ﹤0.01%
124,648
-19,744
1900
$11.6M ﹤0.01%
589,071
+100,021