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
1951
$10.8M ﹤0.01%
216,994
+210,492
1952
$10.8M ﹤0.01%
1,323,108
+95,878
1953
$10.8M ﹤0.01%
515,225
-25,182
1954
$10.8M ﹤0.01%
592,195
+430,030
1955
$10.8M ﹤0.01%
910,261
-38,287
1956
$10.8M ﹤0.01%
181,661
+19,674
1957
$10.8M ﹤0.01%
625,914
-37,407
1958
$10.7M ﹤0.01%
733,368
-74,604
1959
$10.7M ﹤0.01%
709,466
+415,201
1960
$10.7M ﹤0.01%
114,226
-41,757
1961
$10.7M ﹤0.01%
730,781
-64,180
1962
$10.7M ﹤0.01%
2,382,630
-943,124
1963
$10.7M ﹤0.01%
950,029
-521,973
1964
$10.7M ﹤0.01%
260,596
+20,215
1965
$10.7M ﹤0.01%
785,477
+46,736
1966
$10.7M ﹤0.01%
264,357
-41,076
1967
$10.6M ﹤0.01%
250,484
+229,748
1968
$10.6M ﹤0.01%
164,570
-8,246
1969
$10.6M ﹤0.01%
882,845
+675,849
1970
$10.6M ﹤0.01%
401,273
-4,858
1971
$10.6M ﹤0.01%
255,564
-58,257
1972
$10.6M ﹤0.01%
1,301,810
-221,097
1973
$10.6M ﹤0.01%
189,947
+37,248
1974
$10.6M ﹤0.01%
860,826
-253,643
1975
$10.6M ﹤0.01%
560,664
+488,638