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
2326
$6.45M ﹤0.01%
502,033
+638
2327
$6.44M ﹤0.01%
490,816
+427,172
2328
$6.43M ﹤0.01%
143,650
+99,326
2329
$6.43M ﹤0.01%
357,705
+126,792
2330
$6.42M ﹤0.01%
103,539
-800
2331
$6.41M ﹤0.01%
156,797
-14,178
2332
$6.41M ﹤0.01%
207,886
-41,653
2333
$6.39M ﹤0.01%
472,480
+43,300
2334
$6.38M ﹤0.01%
186,554
-29,964
2335
$6.37M ﹤0.01%
366,790
-166,626
2336
$6.37M ﹤0.01%
200,528
-6,238
2337
$6.36M ﹤0.01%
169,798
+5,545
2338
$6.36M ﹤0.01%
327,007
-10,561
2339
$6.35M ﹤0.01%
235,096
-12,305
2340
$6.35M ﹤0.01%
90,398
+31,326
2341
$6.34M ﹤0.01%
84,062
-3,115
2342
$6.34M ﹤0.01%
211,676
-63,584
2343
$6.33M ﹤0.01%
514,123
-16,160
2344
$6.32M ﹤0.01%
469,972
-69,178
2345
$6.31M ﹤0.01%
184,064
-116,644
2346
$6.31M ﹤0.01%
166,369
+12,162
2347
$6.3M ﹤0.01%
122,197
+115,492
2348
$6.28M ﹤0.01%
171,692
+32,791
2349
$6.28M ﹤0.01%
271,939
-23,011
2350
$6.27M ﹤0.01%
132,830
-26,000