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
4101
$484K ﹤0.01%
44,286
+25,092
4102
$482K ﹤0.01%
25,630
+270
4103
$479K ﹤0.01%
91,231
+59,763
4104
$478K ﹤0.01%
21,685
+2,221
4105
$477K ﹤0.01%
18,646
+16,488
4106
$476K ﹤0.01%
26,750
-27,508
4107
$476K ﹤0.01%
36,767
+705
4108
$476K ﹤0.01%
29,144
-157
4109
$476K ﹤0.01%
234,223
+202,109
4110
$474K ﹤0.01%
46,837
-35,432
4111
$473K ﹤0.01%
+11,680
4112
$472K ﹤0.01%
4,154
+3,575
4113
$472K ﹤0.01%
32,875
4114
$471K ﹤0.01%
47,513
+9,853
4115
$470K ﹤0.01%
8,642
-278
4116
$467K ﹤0.01%
18,465
+14,722
4117
$467K ﹤0.01%
33,761
+2,358
4118
$467K ﹤0.01%
252,959
+185,146
4119
$466K ﹤0.01%
3,751
-1,471
4120
$465K ﹤0.01%
38,551
-1,014
4121
$464K ﹤0.01%
43,306
-19,276
4122
$463K ﹤0.01%
4,397
-248
4123
$462K ﹤0.01%
7,363
-391
4124
$462K ﹤0.01%
15,684
-204
4125
$461K ﹤0.01%
42,509
-19,114