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
2376
$6.04M ﹤0.01%
601,183
-352,132
2377
$6.03M ﹤0.01%
173,283
+169,237
2378
$6.03M ﹤0.01%
66,509
-492
2379
$6.03M ﹤0.01%
278,380
+22,222
2380
$6.03M ﹤0.01%
65,631
-11,387
2381
$6.01M ﹤0.01%
2,558,275
-530,300
2382
$6.01M ﹤0.01%
92,951
+36,400
2383
$6.01M ﹤0.01%
298,437
+55,925
2384
$5.99M ﹤0.01%
2,100,087
-763,117
2385
$5.98M ﹤0.01%
61,353
-2,699
2386
$5.97M ﹤0.01%
44,225
+5,268
2387
$5.96M ﹤0.01%
147,151
-13,538
2388
$5.96M ﹤0.01%
1,216,399
+161,678
2389
$5.96M ﹤0.01%
131,894
-24,361
2390
$5.95M ﹤0.01%
213,047
-137,835
2391
$5.95M ﹤0.01%
50,997
+50,519
2392
$5.95M ﹤0.01%
100,746
+3,044
2393
$5.94M ﹤0.01%
151,294
-3,209
2394
$5.94M ﹤0.01%
202,586
+20,962
2395
$5.94M ﹤0.01%
255,638
+18,716
2396
$5.92M ﹤0.01%
70,771
-7,530
2397
$5.91M ﹤0.01%
2,627,754
-160,200
2398
$5.91M ﹤0.01%
1,481,013
+24,271
2399
$5.9M ﹤0.01%
338,205
+10,310
2400
$5.89M ﹤0.01%
728,456
-19,085