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
2201
$7.6M ﹤0.01%
803,004
-26,909
2202
$7.6M ﹤0.01%
126,744
-9,439
2203
$7.59M ﹤0.01%
239,602
+10,223
2204
$7.58M ﹤0.01%
69,556
+8,154
2205
$7.57M ﹤0.01%
273,003
+11,970
2206
$7.57M ﹤0.01%
444,503
-1,338,195
2207
$7.55M ﹤0.01%
93,766
+7,349
2208
$7.55M ﹤0.01%
4,439,025
+383,962
2209
$7.55M ﹤0.01%
329,828
+18,113
2210
$7.52M ﹤0.01%
151,328
-4,708
2211
$7.52M ﹤0.01%
349,853
+27,313
2212
$7.51M ﹤0.01%
203,777
+7,267
2213
$7.5M ﹤0.01%
298,334
-4,044
2214
$7.49M ﹤0.01%
423,554
-12,786
2215
$7.49M ﹤0.01%
61,790
+11,514
2216
$7.49M ﹤0.01%
328,642
-67,949
2217
$7.46M ﹤0.01%
312,468
+101,045
2218
$7.43M ﹤0.01%
128,377
+10,020
2219
$7.43M ﹤0.01%
593,735
+29,090
2220
$7.43M ﹤0.01%
272,558
+56,994
2221
$7.42M ﹤0.01%
359,887
+38,585
2222
$7.42M ﹤0.01%
727,244
-597,281
2223
$7.41M ﹤0.01%
853,823
-99,641
2224
$7.39M ﹤0.01%
172,469
-2,661
2225
$7.39M ﹤0.01%
136,481
-148,180