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
4326
$330K ﹤0.01%
32,901
+8,091
4327
$330K ﹤0.01%
33,005
-45,995
4328
$330K ﹤0.01%
64,897
-2,780
4329
$329K ﹤0.01%
22,859
-700
4330
$329K ﹤0.01%
11,996
-1,275
4331
$328K ﹤0.01%
11,390
-179
4332
$328K ﹤0.01%
71,696
-31,480
4333
$327K ﹤0.01%
+67,065
4334
$327K ﹤0.01%
188,526
-3,477
4335
$326K ﹤0.01%
65,083
-66,214
4336
$326K ﹤0.01%
51,576
-54,226
4337
$326K ﹤0.01%
11,870
-6,982
4338
$324K ﹤0.01%
24,218
-12,479
4339
$324K ﹤0.01%
92,629
+11,160
4340
$323K ﹤0.01%
30,878
+4,153
4341
$323K ﹤0.01%
10,377
-7,814
4342
$323K ﹤0.01%
13,785
-5,425
4343
$321K ﹤0.01%
+8,510
4344
$320K ﹤0.01%
185,831
-50,769
4345
$320K ﹤0.01%
23,902
-11,064
4346
$319K ﹤0.01%
26,231
+15,852
4347
$318K ﹤0.01%
20,320
-514
4348
$318K ﹤0.01%
45,848
-28,782
4349
$318K ﹤0.01%
58,790
+47,095
4350
$317K ﹤0.01%
12,320
+10,226