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
1926
$11.3M ﹤0.01%
112,746
-11,242
1927
$11.3M ﹤0.01%
413,870
+90,663
1928
$11.3M ﹤0.01%
601,255
-11,183
1929
$11.3M ﹤0.01%
794,634
+4,800
1930
$11.3M ﹤0.01%
389,569
-86,781
1931
$11.3M ﹤0.01%
1,276,231
-1,132,314
1932
$11.3M ﹤0.01%
51,295
-20,009
1933
$11.2M ﹤0.01%
1,112,660
+138,280
1934
$11.2M ﹤0.01%
1,041,599
+5,303
1935
$11.2M ﹤0.01%
834,679
-77,049
1936
$11.2M ﹤0.01%
533,372
+4,817
1937
$11.1M ﹤0.01%
23,936
+6,094
1938
$11.1M ﹤0.01%
210,584
+10,732
1939
$11.1M ﹤0.01%
389,157
-3,281
1940
$11.1M ﹤0.01%
48,531
-19,201
1941
$11M ﹤0.01%
216,327
+83,368
1942
$11M ﹤0.01%
228,901
-34,307
1943
$10.9M ﹤0.01%
211,101
-9,611
1944
$10.9M ﹤0.01%
934,173
+18,903
1945
$10.9M ﹤0.01%
265,632
-5,169
1946
$10.9M ﹤0.01%
443,404
-163,870
1947
$10.9M ﹤0.01%
1,913,892
-810,983
1948
$10.9M ﹤0.01%
482,844
-25,532
1949
$10.9M ﹤0.01%
199,257
+121,596
1950
$10.9M ﹤0.01%
271,952
+24,428