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
2301
$6.64M ﹤0.01%
105,794
-8,934
2302
$6.63M ﹤0.01%
149,506
+61,656
2303
$6.63M ﹤0.01%
165,663
+137,062
2304
$6.62M ﹤0.01%
339,689
-150,951
2305
$6.6M ﹤0.01%
120,396
+66,251
2306
$6.59M ﹤0.01%
241,129
+11,051
2307
$6.58M ﹤0.01%
43,712
-3,450
2308
$6.58M ﹤0.01%
64,856
-49,632
2309
$6.58M ﹤0.01%
298,143
-63,948
2310
$6.56M ﹤0.01%
777,295
+41,235
2311
$6.56M ﹤0.01%
92,891
+4,183
2312
$6.55M ﹤0.01%
1,100,477
-991,675
2313
$6.54M ﹤0.01%
117,725
+2,782
2314
$6.53M ﹤0.01%
141,823
+33,043
2315
$6.5M ﹤0.01%
524,117
-115,925
2316
$6.5M ﹤0.01%
148,908
-4,035
2317
$6.5M ﹤0.01%
98,543
-1,163
2318
$6.5M ﹤0.01%
337,157
-33,815
2319
$6.49M ﹤0.01%
364,236
-81,984
2320
$6.48M ﹤0.01%
183,076
-5,081
2321
$6.48M ﹤0.01%
86,624
+768
2322
$6.48M ﹤0.01%
206,742
+136,202
2323
$6.47M ﹤0.01%
241,776
+161,725
2324
$6.46M ﹤0.01%
252,021
-776
2325
$6.45M ﹤0.01%
449,176
+116,965