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
3151
$2.06M ﹤0.01%
311,375
-38,057
3152
$2.05M ﹤0.01%
389,160
-11,459
3153
$2.04M ﹤0.01%
16,999
+1,295
3154
$2.04M ﹤0.01%
326,449
-40,217
3155
$2.04M ﹤0.01%
116,559
+4,252
3156
$2.04M ﹤0.01%
94,482
+71,292
3157
$2.03M ﹤0.01%
97,593
+14,246
3158
$2.03M ﹤0.01%
61,443
+14,700
3159
$2.03M ﹤0.01%
107,843
-22,509
3160
$2.02M ﹤0.01%
633,944
3161
$2.02M ﹤0.01%
+92,603
3162
$2.02M ﹤0.01%
73,271
-49,591
3163
$2.01M ﹤0.01%
92,621
+28,188
3164
$2.01M ﹤0.01%
200,000
3165
$2.01M ﹤0.01%
175,293
+7,074
3166
$2M ﹤0.01%
85,254
-4,200
3167
$2M ﹤0.01%
183,252
-4,573
3168
$2M ﹤0.01%
166,371
-15,048
3169
$2M ﹤0.01%
86,664
-136,713
3170
$1.99M ﹤0.01%
127,456
-11,483
3171
$1.99M ﹤0.01%
51,466
-9,520
3172
$1.99M ﹤0.01%
163,514
+5,940
3173
$1.99M ﹤0.01%
56,304
+39,414
3174
$1.99M ﹤0.01%
209,180
-41,681
3175
$1.98M ﹤0.01%
62,706
-8,075