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
3951
$585K ﹤0.01%
58,489
+1,572
3952
$583K ﹤0.01%
21,937
+4,211
3953
$583K ﹤0.01%
16,487
+15,683
3954
$581K ﹤0.01%
37,522
-979
3955
$581K ﹤0.01%
+20,800
3956
$580K ﹤0.01%
51,772
+11,246
3957
$580K ﹤0.01%
69,628
+16,465
3958
$580K ﹤0.01%
17,843
-26,857
3959
$580K ﹤0.01%
85,667
-36,639
3960
$580K ﹤0.01%
57,339
+4
3961
$578K ﹤0.01%
30,954
-3,876
3962
$578K ﹤0.01%
1,021
+461
3963
$578K ﹤0.01%
15,683
+10,254
3964
$577K ﹤0.01%
213,534
+49,958
3965
$577K ﹤0.01%
50,807
-2,823
3966
$576K ﹤0.01%
20,358
+12,900
3967
$576K ﹤0.01%
49,865
+27,145
3968
$576K ﹤0.01%
76,579
-46,072
3969
$576K ﹤0.01%
3,479
+3,196
3970
$575K ﹤0.01%
20,746
+16,799
3971
$575K ﹤0.01%
48,798
-2,935
3972
$574K ﹤0.01%
69,979
+4,120
3973
$574K ﹤0.01%
83,593
+37,757
3974
$573K ﹤0.01%
6,670
+4,767
3975
$572K ﹤0.01%
439,454
-24,909