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
4076
$498K ﹤0.01%
33,110
-276,350
4077
$498K ﹤0.01%
30,973
+376
4078
$497K ﹤0.01%
68,876
-36,768
4079
$497K ﹤0.01%
26,400
-21,320
4080
$496K ﹤0.01%
94,504
+60,032
4081
$496K ﹤0.01%
8,154
-4,854
4082
$496K ﹤0.01%
17,147
+563
4083
$495K ﹤0.01%
28,926
+1,804
4084
$494K ﹤0.01%
37,294
-2,377
4085
$494K ﹤0.01%
56,382
-25,401
4086
$493K ﹤0.01%
56,224
+5,049
4087
$493K ﹤0.01%
54,461
+8,105
4088
$493K ﹤0.01%
60,489
-1,164
4089
$493K ﹤0.01%
19,406
+9,684
4090
$491K ﹤0.01%
32,637
-1,100
4091
$491K ﹤0.01%
21,968
+404
4092
$491K ﹤0.01%
43,355
-45,034
4093
$491K ﹤0.01%
59,886
-8,018
4094
$491K ﹤0.01%
5,549
+3,660
4095
$490K ﹤0.01%
47,790
-4,989
4096
$487K ﹤0.01%
58,290
-7,490
4097
$487K ﹤0.01%
29,622
-27,800
4098
$486K ﹤0.01%
91,450
-51,495
4099
$485K ﹤0.01%
13,304
+585
4100
$485K ﹤0.01%
64,220
-982