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
3676
$930K ﹤0.01%
12,318
+5,706
3677
$930K ﹤0.01%
68,608
-515
3678
$927K ﹤0.01%
60,165
+465
3679
$927K ﹤0.01%
16,513
+1,486
3680
$926K ﹤0.01%
24,129
+6,363
3681
$925K ﹤0.01%
26,453
-4,584
3682
$923K ﹤0.01%
43,498
-357
3683
$921K ﹤0.01%
61,309
+5,718
3684
$920K ﹤0.01%
28,576
-10,000
3685
$918K ﹤0.01%
34,026
+1,991
3686
$917K ﹤0.01%
+2,238
3687
$915K ﹤0.01%
26,083
+24,693
3688
$915K ﹤0.01%
35,086
+439
3689
$914K ﹤0.01%
29,892
+7,994
3690
$913K ﹤0.01%
16,008
-34,424
3691
$913K ﹤0.01%
24,020
+9,541
3692
$912K ﹤0.01%
7,625
-287
3693
$911K ﹤0.01%
86,611
+11,580
3694
$908K ﹤0.01%
139,721
+7,667
3695
$908K ﹤0.01%
356,207
+48,315
3696
$908K ﹤0.01%
462,618
+32,127
3697
$908K ﹤0.01%
52,489
+35,323
3698
$907K ﹤0.01%
73,079
+33,398
3699
$907K ﹤0.01%
187,120
+53,872
3700
$905K ﹤0.01%
7,014
-4,173