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
3976
$572K ﹤0.01%
45,748
-17,722
3977
$572K ﹤0.01%
67,129
+43,919
3978
$571K ﹤0.01%
44,488
-17,735
3979
$570K ﹤0.01%
82,590
+74,342
3980
$568K ﹤0.01%
134,523
-303,881
3981
$568K ﹤0.01%
50,192
+4,690
3982
$567K ﹤0.01%
23,344
+2,703
3983
$567K ﹤0.01%
942,758
-356,341
3984
$566K ﹤0.01%
22,523
+1,168
3985
$566K ﹤0.01%
47,478
+2,029
3986
$563K ﹤0.01%
+44,355
3987
$562K ﹤0.01%
13,419
-7,076
3988
$562K ﹤0.01%
18,717
-1,700
3989
$562K ﹤0.01%
22,451
-5,055
3990
$562K ﹤0.01%
+55,306
3991
$561K ﹤0.01%
46,824
-3,989
3992
$561K ﹤0.01%
17,462
-686
3993
$561K ﹤0.01%
68,357
-269
3994
$560K ﹤0.01%
43,054
+20,246
3995
$558K ﹤0.01%
58,404
-11,845
3996
$558K ﹤0.01%
108,154
+9,430
3997
$558K ﹤0.01%
17,158
+2,760
3998
$558K ﹤0.01%
39,808
+3,516
3999
$555K ﹤0.01%
42,060
+1,592
4000
$553K ﹤0.01%
89,161
+4,913