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
4226
$398K ﹤0.01%
41,546
-19,907
4227
$398K ﹤0.01%
16,291
+4,978
4228
$397K ﹤0.01%
5,456
+788
4229
$397K ﹤0.01%
8,663
-3,167
4230
$395K ﹤0.01%
21,614
-25,765
4231
$394K ﹤0.01%
12,884
+12,810
4232
$393K ﹤0.01%
13,334
-4,010
4233
$393K ﹤0.01%
11,463
+195
4234
$392K ﹤0.01%
59,022
+27,941
4235
$392K ﹤0.01%
143,412
-14,538
4236
$392K ﹤0.01%
22,162
+6,007
4237
$391K ﹤0.01%
79,555
-2,964
4238
$391K ﹤0.01%
15,174
+4,077
4239
$391K ﹤0.01%
44,738
+29,908
4240
$391K ﹤0.01%
75,304
-13,397
4241
$390K ﹤0.01%
22,747
-11,265
4242
$389K ﹤0.01%
19,915
-5,266
4243
$388K ﹤0.01%
26,416
-14,566
4244
$385K ﹤0.01%
11,756
+4,642
4245
$385K ﹤0.01%
19,240
+1,100
4246
$385K ﹤0.01%
11,301
-2,754
4247
$385K ﹤0.01%
52,993
+318
4248
$384K ﹤0.01%
34,953
+3,698
4249
$384K ﹤0.01%
9,550
+2,600
4250
$384K ﹤0.01%
13,509
-25,440