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
4376
$302K ﹤0.01%
23,044
-400
4377
$302K ﹤0.01%
9,821
-1,931
4378
$301K ﹤0.01%
9,113
-56
4379
$300K ﹤0.01%
2,759
+1,663
4380
$300K ﹤0.01%
12,051
-58,293
4381
$299K ﹤0.01%
12,161
-12,288
4382
$298K ﹤0.01%
27,398
-11,714
4383
$298K ﹤0.01%
+8,519
4384
$297K ﹤0.01%
18,403
-1,792
4385
$297K ﹤0.01%
14,324
-1,328
4386
$297K ﹤0.01%
14,171
-11,384
4387
$296K ﹤0.01%
15,068
+4,169
4388
$295K ﹤0.01%
20,095
+344
4389
$294K ﹤0.01%
41,694
+1,484
4390
$294K ﹤0.01%
+13,724
4391
$291K ﹤0.01%
11,721
+1,099
4392
$290K ﹤0.01%
31,969
-36,827
4393
$289K ﹤0.01%
6,197
-1,689
4394
$289K ﹤0.01%
27,594
-1,690
4395
$289K ﹤0.01%
26,521
-13,293
4396
$288K ﹤0.01%
9,146
+2,972
4397
$287K ﹤0.01%
48,038
-17,740
4398
$286K ﹤0.01%
24,415
-14,093
4399
$286K ﹤0.01%
32,437
+5,632
4400
$286K ﹤0.01%
36,233
-808