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
1901
$11.6M ﹤0.01%
121,874
-8,689
1902
$11.6M ﹤0.01%
103,876
-25,221
1903
$11.6M ﹤0.01%
195,500
+157,591
1904
$11.6M ﹤0.01%
69,660
-86,906
1905
$11.6M ﹤0.01%
117,112
+5,136
1906
$11.5M ﹤0.01%
147,952
-1,677
1907
$11.5M ﹤0.01%
380,106
-1,131
1908
$11.5M ﹤0.01%
4,173,579
+579,060
1909
$11.5M ﹤0.01%
136,066
+24,073
1910
$11.5M ﹤0.01%
373,329
+12,082
1911
$11.5M ﹤0.01%
192,228
+37,374
1912
$11.4M ﹤0.01%
369,451
+98,096
1913
$11.4M ﹤0.01%
174,802
+16,180
1914
$11.4M ﹤0.01%
153,428
-7,278
1915
$11.4M ﹤0.01%
99,609
+56,697
1916
$11.4M ﹤0.01%
310,075
-5,951
1917
$11.4M ﹤0.01%
107,911
+14,351
1918
$11.4M ﹤0.01%
233,408
-14,808
1919
$11.4M ﹤0.01%
653,372
-66,896
1920
$11.4M ﹤0.01%
11,053
+2,260
1921
$11.4M ﹤0.01%
287,141
+63,431
1922
$11.3M ﹤0.01%
369,850
+13,634
1923
$11.3M ﹤0.01%
217,113
-28,148
1924
$11.3M ﹤0.01%
184,810
-18,518
1925
$11.3M ﹤0.01%
464,120
+84,463