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
3751
$832K ﹤0.01%
82,247
-8,464
3752
$830K ﹤0.01%
25,573
-11,641
3753
$829K ﹤0.01%
13,837
-944
3754
$829K ﹤0.01%
66,610
-28,031
3755
$827K ﹤0.01%
19,042
-463
3756
$827K ﹤0.01%
65,544
-81,525
3757
$825K ﹤0.01%
61,330
-58,877
3758
$823K ﹤0.01%
126,826
+40,435
3759
$819K ﹤0.01%
27,688
+3,389
3760
$813K ﹤0.01%
88,476
+926
3761
$810K ﹤0.01%
272,727
+145,154
3762
$809K ﹤0.01%
175,158
+175,156
3763
$808K ﹤0.01%
44,159
+34,837
3764
$808K ﹤0.01%
140,776
-33,686
3765
$807K ﹤0.01%
43,890
-8,253
3766
$802K ﹤0.01%
26,957
-391
3767
$798K ﹤0.01%
23,182
-7,290
3768
$798K ﹤0.01%
275,785
-313,876
3769
$795K ﹤0.01%
105,835
+14,120
3770
$793K ﹤0.01%
19,294
-17,953
3771
$791K ﹤0.01%
15,404
-6,488
3772
$789K ﹤0.01%
26,391
+2,756
3773
$786K ﹤0.01%
47,127
+1,323
3774
$786K ﹤0.01%
131,656
+37,566
3775
$786K ﹤0.01%
56,759
-59,825