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
2151
$8.04M ﹤0.01%
191,993
-34,864
2152
$8.03M ﹤0.01%
193,748
-30,077
2153
$8.01M ﹤0.01%
181,309
-7,704
2154
$8.01M ﹤0.01%
+254,940
2155
$8M ﹤0.01%
44,682
+3,222
2156
$7.98M ﹤0.01%
151,156
-9,669
2157
$7.98M ﹤0.01%
378,757
-58,109
2158
$7.97M ﹤0.01%
275,011
-10,729
2159
$7.96M ﹤0.01%
770,164
-291,767
2160
$7.96M ﹤0.01%
303,930
+115,059
2161
$7.95M ﹤0.01%
100,743
+21,745
2162
$7.94M ﹤0.01%
263,720
-21,584
2163
$7.93M ﹤0.01%
1,010,596
-58,864
2164
$7.93M ﹤0.01%
241,874
-847
2165
$7.91M ﹤0.01%
1,588,924
-143,192
2166
$7.9M ﹤0.01%
192,074
-6,788
2167
$7.88M ﹤0.01%
349,430
+5,531
2168
$7.88M ﹤0.01%
191,007
-34,236
2169
$7.87M ﹤0.01%
162,299
+1,657
2170
$7.87M ﹤0.01%
634,798
-8,935
2171
$7.86M ﹤0.01%
66,602
-9,352
2172
$7.85M ﹤0.01%
287,989
+26,731
2173
$7.85M ﹤0.01%
161,380
-12,513
2174
$7.84M ﹤0.01%
216,276
-8,147
2175
$7.83M ﹤0.01%
745,161
-736,875