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
3826
$727K ﹤0.01%
44,559
-78,563
3827
$727K ﹤0.01%
25,027
+5,886
3828
$726K ﹤0.01%
45,298
-14
3829
$719K ﹤0.01%
53,155
-11,663
3830
$719K ﹤0.01%
28,401
+3,682
3831
$718K ﹤0.01%
73,839
-18,753
3832
$716K ﹤0.01%
50,596
+18,023
3833
$714K ﹤0.01%
50,349
+50,279
3834
$712K ﹤0.01%
54,202
-8,421
3835
$710K ﹤0.01%
20,810
-10,380
3836
$709K ﹤0.01%
65,366
+14,300
3837
$707K ﹤0.01%
167,063
-52,270
3838
$705K ﹤0.01%
39,910
-792
3839
$703K ﹤0.01%
42,514
+3,582
3840
$703K ﹤0.01%
30,653
+702
3841
$702K ﹤0.01%
110,288
+4,694
3842
$702K ﹤0.01%
22,599
-2,415
3843
$701K ﹤0.01%
148,921
+92,632
3844
$701K ﹤0.01%
13,162
-1,559
3845
$701K ﹤0.01%
91,780
+4,316
3846
$701K ﹤0.01%
105,281
+27,821
3847
$700K ﹤0.01%
18,439
-4,279
3848
$700K ﹤0.01%
8,538
-5,499
3849
$699K ﹤0.01%
59,546
-3,961
3850
$698K ﹤0.01%
4,528
+846