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
2051
$9.4M ﹤0.01%
190,116
+19,452
2052
$9.36M ﹤0.01%
372,747
+49,693
2053
$9.33M ﹤0.01%
1,049,062
+1,044,069
2054
$9.32M ﹤0.01%
631,194
-195,570
2055
$9.32M ﹤0.01%
752,519
+83,276
2056
$9.3M ﹤0.01%
250,098
+137,650
2057
$9.28M ﹤0.01%
661,546
+13,547
2058
$9.28M ﹤0.01%
154,370
-7,028
2059
$9.28M ﹤0.01%
157,675
+58,284
2060
$9.27M ﹤0.01%
185,036
-12,604
2061
$9.26M ﹤0.01%
260,299
+143,624
2062
$9.23M ﹤0.01%
348,892
-87,606
2063
$9.23M ﹤0.01%
370,953
+4,149
2064
$9.21M ﹤0.01%
384,683
-16,752
2065
$9.2M ﹤0.01%
197,743
-3,545
2066
$9.2M ﹤0.01%
114,322
-7,997
2067
$9.19M ﹤0.01%
891,405
-191,300
2068
$9.19M ﹤0.01%
99,820
-178
2069
$9.18M ﹤0.01%
404,147
-13,674
2070
$9.18M ﹤0.01%
111,287
+33,718
2071
$9.18M ﹤0.01%
132,584
+11,424
2072
$9.14M ﹤0.01%
124,658
-59,111
2073
$9.14M ﹤0.01%
99,282
-8,216
2074
$9.13M ﹤0.01%
631,322
-255,739
2075
$9.11M ﹤0.01%
627,574
+23,978