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
2401
$5.88M ﹤0.01%
118,498
+20,691
2402
$5.87M ﹤0.01%
1,115,917
-57,033
2403
$5.86M ﹤0.01%
236,473
-8,412
2404
$5.84M ﹤0.01%
1,152,154
+273,599
2405
$5.83M ﹤0.01%
462,123
-10,041
2406
$5.82M ﹤0.01%
72,231
+12,036
2407
$5.82M ﹤0.01%
117,402
-1,778
2408
$5.82M ﹤0.01%
180,258
+17,927
2409
$5.81M ﹤0.01%
484,232
-1,438
2410
$5.81M ﹤0.01%
156,274
+2,661
2411
$5.8M ﹤0.01%
847,509
-69,278
2412
$5.8M ﹤0.01%
416,309
-63,324
2413
$5.79M ﹤0.01%
168,202
-495,928
2414
$5.79M ﹤0.01%
192,969
-38,866
2415
$5.78M ﹤0.01%
1,273,616
+55,410
2416
$5.77M ﹤0.01%
1,257,250
+883,781
2417
$5.76M ﹤0.01%
218,745
+7,058
2418
$5.74M ﹤0.01%
622,253
+41,735
2419
$5.74M ﹤0.01%
94,277
-17,404
2420
$5.73M ﹤0.01%
206,637
-123,305
2421
$5.73M ﹤0.01%
90,583
+5,742
2422
$5.73M ﹤0.01%
53,894
-4,652
2423
$5.72M ﹤0.01%
513,618
-26,803
2424
$5.71M ﹤0.01%
343,569
-27,507
2425
$5.7M ﹤0.01%
112,560
-13,158