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
3701
$901K ﹤0.01%
20,568
+9,833
3702
$899K ﹤0.01%
16,573
-1,193
3703
$899K ﹤0.01%
301
+299
3704
$897K ﹤0.01%
57,477
-10,178
3705
$895K ﹤0.01%
53,294
+29,622
3706
$894K ﹤0.01%
4,891
+694
3707
$894K ﹤0.01%
99,568
-30,898
3708
$893K ﹤0.01%
42,541
-53,119
3709
$892K ﹤0.01%
63,953
+18,297
3710
$890K ﹤0.01%
42,472
-3,205
3711
$889K ﹤0.01%
34,120
-7,553
3712
$889K ﹤0.01%
75,086
-3,494
3713
$888K ﹤0.01%
16,708
+1,138
3714
$888K ﹤0.01%
67,351
+2,628
3715
$886K ﹤0.01%
71,619
-101,413
3716
$882K ﹤0.01%
25,918
-20,052
3717
$882K ﹤0.01%
334,140
-213,010
3718
$880K ﹤0.01%
16,712
+16,300
3719
$879K ﹤0.01%
29,063
+17,182
3720
$878K ﹤0.01%
94,203
-53,500
3721
$877K ﹤0.01%
104,008
+14,448
3722
$870K ﹤0.01%
50,133
-333
3723
$869K ﹤0.01%
91,787
+23,329
3724
$867K ﹤0.01%
29,782
-997
3725
$863K ﹤0.01%
73,812
+69,601