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
2426
$5.69M ﹤0.01%
302,673
+87,100
2427
$5.68M ﹤0.01%
250,104
-3,309
2428
$5.68M ﹤0.01%
143,849
-23,499
2429
$5.67M ﹤0.01%
172,158
+24,873
2430
$5.66M ﹤0.01%
161,623
-9,567
2431
$5.65M ﹤0.01%
420,127
+40,331
2432
$5.63M ﹤0.01%
92,817
-4,957
2433
$5.63M ﹤0.01%
481,716
-699,397
2434
$5.61M ﹤0.01%
99,516
+35,639
2435
$5.61M ﹤0.01%
76,937
+44,788
2436
$5.6M ﹤0.01%
211,829
-54,273
2437
$5.6M ﹤0.01%
174,335
+22,793
2438
$5.59M ﹤0.01%
105,713
-34,179
2439
$5.59M ﹤0.01%
206,044
-10,746
2440
$5.58M ﹤0.01%
227,201
+60,812
2441
$5.57M ﹤0.01%
73,406
+19,367
2442
$5.57M ﹤0.01%
231,257
-175,503
2443
$5.57M ﹤0.01%
241,731
-11,398
2444
$5.57M ﹤0.01%
105,049
+63,297
2445
$5.56M ﹤0.01%
191,069
-896
2446
$5.55M ﹤0.01%
45,396
-19,249
2447
$5.55M ﹤0.01%
255,125
+4,652
2448
$5.54M ﹤0.01%
51,160
-13,803
2449
$5.53M ﹤0.01%
98,236
-306,964
2450
$5.53M ﹤0.01%
9,004
+6,776