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
4126
$461K ﹤0.01%
144,090
-155,758
4127
$460K ﹤0.01%
14,852
-151
4128
$459K ﹤0.01%
14,712
-1,380
4129
$459K ﹤0.01%
21,417
-5,456
4130
$458K ﹤0.01%
123,936
-16,296
4131
$457K ﹤0.01%
15,456
-1,380
4132
$454K ﹤0.01%
104,861
-298,208
4133
$453K ﹤0.01%
4,294
-2,161
4134
$453K ﹤0.01%
32,567
-12,109
4135
$453K ﹤0.01%
121,684
+67,036
4136
$452K ﹤0.01%
4,630
4137
$451K ﹤0.01%
201,505
-3,202
4138
$451K ﹤0.01%
118,862
-22,210
4139
$451K ﹤0.01%
33,195
+6,327
4140
$450K ﹤0.01%
11,243
-109
4141
$449K ﹤0.01%
16,438
-53
4142
$449K ﹤0.01%
93,728
-3,525
4143
$449K ﹤0.01%
40,162
-37,388
4144
$448K ﹤0.01%
460,175
-384,734
4145
$448K ﹤0.01%
15,623
-1,256
4146
$446K ﹤0.01%
18,247
-10,266
4147
$445K ﹤0.01%
69,816
+14,292
4148
$445K ﹤0.01%
12,821
-205
4149
$444K ﹤0.01%
15,729
+7,178
4150
$444K ﹤0.01%
21,979
+2,579