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
3626
$996K ﹤0.01%
+100,000
3627
$995K ﹤0.01%
29,150
-1,447
3628
$992K ﹤0.01%
+50,000
3629
$992K ﹤0.01%
72,851
+44,366
3630
$991K ﹤0.01%
32,196
+23,321
3631
$991K ﹤0.01%
67,391
+63,541
3632
$989K ﹤0.01%
152,516
-4,256
3633
$989K ﹤0.01%
374,497
+336,366
3634
$987K ﹤0.01%
97,602
+12,752
3635
$987K ﹤0.01%
76,676
-4,788
3636
$985K ﹤0.01%
29,573
-3,768
3637
$981K ﹤0.01%
16,564
-8,417
3638
$980K ﹤0.01%
278,673
-97,368
3639
$979K ﹤0.01%
35,877
-1,215
3640
$979K ﹤0.01%
148,051
+109,199
3641
$979K ﹤0.01%
128,738
+43,159
3642
$979K ﹤0.01%
29,932
+12,993
3643
$979K ﹤0.01%
109,409
-108,625
3644
$978K ﹤0.01%
+10,000
3645
$978K ﹤0.01%
25,392
-2,497
3646
$976K ﹤0.01%
106,011
-36,149
3647
$975K ﹤0.01%
163,034
+115,843
3648
$971K ﹤0.01%
90,327
-21,868
3649
$971K ﹤0.01%
91,937
+72,398
3650
$971K ﹤0.01%
111,944
-5,341