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
4051
$514K ﹤0.01%
+50,100
4052
$512K ﹤0.01%
4,406
+2,683
4053
$511K ﹤0.01%
37,753
-328
4054
$511K ﹤0.01%
18,192
+9,220
4055
$510K ﹤0.01%
10,800
-34,851
4056
$510K ﹤0.01%
23,787
-34,042
4057
$510K ﹤0.01%
+50,000
4058
$508K ﹤0.01%
33,031
-943
4059
$508K ﹤0.01%
37,100
+16,351
4060
$507K ﹤0.01%
6,723
-9,197
4061
$506K ﹤0.01%
29,518
-7,427
4062
$506K ﹤0.01%
+19,028
4063
$506K ﹤0.01%
33,450
-125
4064
$505K ﹤0.01%
2,070
-116
4065
$505K ﹤0.01%
+50,000
4066
$504K ﹤0.01%
+50,001
4067
$504K ﹤0.01%
73,711
+932
4068
$504K ﹤0.01%
50,428
+19,131
4069
$503K ﹤0.01%
44,599
-9,553
4070
$503K ﹤0.01%
143,065
-59,847
4071
$502K ﹤0.01%
62,934
-2,499
4072
$502K ﹤0.01%
411,053
-110,172
4073
$501K ﹤0.01%
5,416
4074
$500K ﹤0.01%
23,972
+8,314
4075
$500K ﹤0.01%
8,600
+6,796