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
4276
$371K ﹤0.01%
35,603
-2,524
4277
$369K ﹤0.01%
42,516
+13,962
4278
$369K ﹤0.01%
23,240
+8,800
4279
$368K ﹤0.01%
6,822
+5,524
4280
$367K ﹤0.01%
17,113
+3,501
4281
$367K ﹤0.01%
29,317
-1,929
4282
$365K ﹤0.01%
24,642
-10,569
4283
$363K ﹤0.01%
114,948
-3,887
4284
$362K ﹤0.01%
43,477
+15
4285
$361K ﹤0.01%
113,156
+5,233
4286
$360K ﹤0.01%
109,869
+22,859
4287
$358K ﹤0.01%
5,424
-839
4288
$356K ﹤0.01%
11,314
-380,268
4289
$354K ﹤0.01%
10,167
+3,958
4290
$353K ﹤0.01%
1,908
+981
4291
$353K ﹤0.01%
20,201
+10,534
4292
$353K ﹤0.01%
55,870
+50,361
4293
$352K ﹤0.01%
352,564
-129,067
4294
$352K ﹤0.01%
141,606
+30,710
4295
$351K ﹤0.01%
1,980
+1,207
4296
$349K ﹤0.01%
12,428
-2,738
4297
$348K ﹤0.01%
21,126
-33,174
4298
$347K ﹤0.01%
12,772
-3,184
4299
$347K ﹤0.01%
108,599
-32,655
4300
$346K ﹤0.01%
35,143