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
3451
$1.27M ﹤0.01%
19,783
-3,041
3452
$1.27M ﹤0.01%
40,496
-1,893
3453
$1.27M ﹤0.01%
210,018
-36,950
3454
$1.27M ﹤0.01%
33,739
+15,102
3455
$1.27M ﹤0.01%
27,329
-13,437
3456
$1.27M ﹤0.01%
153,015
+2,118
3457
$1.26M ﹤0.01%
40,590
-13,648
3458
$1.26M ﹤0.01%
46,463
+46,103
3459
$1.26M ﹤0.01%
45,384
+26,706
3460
$1.26M ﹤0.01%
25,000
3461
$1.26M ﹤0.01%
36,123
-38
3462
$1.25M ﹤0.01%
25,639
+7,147
3463
$1.25M ﹤0.01%
61,775
+21,398
3464
$1.25M ﹤0.01%
71,254
+911
3465
$1.25M ﹤0.01%
32,210
+2,191
3466
$1.25M ﹤0.01%
3,849
+2,675
3467
$1.25M ﹤0.01%
123,971
-2,715
3468
$1.25M ﹤0.01%
171,500
-99,818
3469
$1.24M ﹤0.01%
88,592
-22,298
3470
$1.24M ﹤0.01%
127,757
-46,058
3471
$1.24M ﹤0.01%
51,530
-94,920
3472
$1.24M ﹤0.01%
30,621
-1,046
3473
$1.24M ﹤0.01%
135,947
-6,220
3474
$1.24M ﹤0.01%
67,429
+32,813
3475
$1.24M ﹤0.01%
+31,839