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
3801
$749K ﹤0.01%
15,549
+2,400
3802
$749K ﹤0.01%
131,712
-19,694
3803
$748K ﹤0.01%
75,857
+12,504
3804
$747K ﹤0.01%
760,216
-862,229
3805
$747K ﹤0.01%
12,626
-1,385
3806
$746K ﹤0.01%
103,368
-2,817
3807
$746K ﹤0.01%
102,143
+6,213
3808
$745K ﹤0.01%
46,629
-17
3809
$745K ﹤0.01%
66,959
+2,454
3810
$744K ﹤0.01%
49,047
+46,421
3811
$744K ﹤0.01%
107,083
+23,577
3812
$744K ﹤0.01%
20,775
+13,487
3813
$743K ﹤0.01%
36,884
-32,543
3814
$742K ﹤0.01%
12,131
-1,187
3815
$741K ﹤0.01%
84,534
+8,151
3816
$741K ﹤0.01%
30,715
+2,392
3817
$736K ﹤0.01%
27,660
+11,247
3818
$733K ﹤0.01%
38,966
-21,956
3819
$733K ﹤0.01%
12,274
-919
3820
$733K ﹤0.01%
12,746
-4,744
3821
$731K ﹤0.01%
75,759
+31,439
3822
$731K ﹤0.01%
24,487
+13,194
3823
$731K ﹤0.01%
16,373
+14,772
3824
$730K ﹤0.01%
51,197
-6,807
3825
$728K ﹤0.01%
14,771
-8,578