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
3651
$967K ﹤0.01%
41,257
-4,429
3652
$964K ﹤0.01%
19,840
+12,587
3653
$963K ﹤0.01%
93,446
+92,446
3654
$963K ﹤0.01%
96,888
-12,669
3655
$961K ﹤0.01%
+94,549
3656
$960K ﹤0.01%
18,404
+13,709
3657
$958K ﹤0.01%
56,841
-16,114
3658
$958K ﹤0.01%
+41,680
3659
$956K ﹤0.01%
19,411
+3,271
3660
$956K ﹤0.01%
82,735
+13,705
3661
$955K ﹤0.01%
25,488
-6,198
3662
$952K ﹤0.01%
15,074
+14,814
3663
$952K ﹤0.01%
33,950
-83,573
3664
$951K ﹤0.01%
7,311
+735
3665
$950K ﹤0.01%
60,026
+420
3666
$945K ﹤0.01%
+43,184
3667
$941K ﹤0.01%
7,717
+1,160
3668
$940K ﹤0.01%
67,123
+729
3669
$939K ﹤0.01%
112,509
+16,327
3670
$935K ﹤0.01%
395,722
-1,571,119
3671
$935K ﹤0.01%
149,625
+20,886
3672
$934K ﹤0.01%
40,332
-248,114
3673
$934K ﹤0.01%
105,397
+636
3674
$932K ﹤0.01%
24,547
+11,276
3675
$932K ﹤0.01%
101,012
+19,459