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
2076
$9.11M ﹤0.01%
222,458
+27,857
2077
$9.1M ﹤0.01%
90,836
-4,788
2078
$9.03M ﹤0.01%
119,059
+25,489
2079
$9.01M ﹤0.01%
343,043
-66,448
2080
$9M ﹤0.01%
577,903
-1,589
2081
$8.97M ﹤0.01%
157,429
+31,180
2082
$8.97M ﹤0.01%
815,395
+79,393
2083
$8.96M ﹤0.01%
247,129
+11,811
2084
$8.92M ﹤0.01%
357,874
+37,272
2085
$8.91M ﹤0.01%
130,353
+20,414
2086
$8.89M ﹤0.01%
82,330
+2,369
2087
$8.85M ﹤0.01%
1,870,655
+1,794,674
2088
$8.84M ﹤0.01%
117,658
-10,694
2089
$8.84M ﹤0.01%
828,561
+233,025
2090
$8.83M ﹤0.01%
254,462
-82,514
2091
$8.76M ﹤0.01%
138,391
+28,602
2092
$8.75M ﹤0.01%
209,096
-542
2093
$8.73M ﹤0.01%
316,332
+7,409
2094
$8.73M ﹤0.01%
776,850
+145,452
2095
$8.71M ﹤0.01%
1,002,734
+92,163
2096
$8.71M ﹤0.01%
265,925
-63,856
2097
$8.69M ﹤0.01%
346,264
+30,432
2098
$8.68M ﹤0.01%
214,691
-29,335
2099
$8.68M ﹤0.01%
148,146
-2,483
2100
$8.67M ﹤0.01%
922,172
+88,280