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
3901
$639K ﹤0.01%
13,123
+5,143
3902
$638K ﹤0.01%
84,276
+23,772
3903
$638K ﹤0.01%
75,994
+366
3904
$638K ﹤0.01%
51,196
-16,121
3905
$638K ﹤0.01%
28,900
-42,160
3906
$635K ﹤0.01%
64,661
-994
3907
$635K ﹤0.01%
244,258
+171,036
3908
$634K ﹤0.01%
49,288
+10,353
3909
$633K ﹤0.01%
+27,068
3910
$633K ﹤0.01%
37,048
-17,865
3911
$632K ﹤0.01%
16,351
+6,478
3912
$631K ﹤0.01%
56,659
-5,054
3913
$631K ﹤0.01%
431,876
-1,604,203
3914
$630K ﹤0.01%
51,471
+2,274
3915
$630K ﹤0.01%
15,539
+1,367
3916
$624K ﹤0.01%
68,909
-9,545
3917
$623K ﹤0.01%
51,642
-7,969
3918
$623K ﹤0.01%
65,518
-4,732
3919
$623K ﹤0.01%
13,825
-3,655
3920
$622K ﹤0.01%
48,561
+208
3921
$621K ﹤0.01%
4,914
-562
3922
$620K ﹤0.01%
7,088
+1,039
3923
$620K ﹤0.01%
39,935
-61,810
3924
$618K ﹤0.01%
47,132
-77,920
3925
$617K ﹤0.01%
34,843
-3,537