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
4401
$285K ﹤0.01%
19,976
-1,131
4402
$284K ﹤0.01%
11,144
+96
4403
$284K ﹤0.01%
7,559
-1,242
4404
$284K ﹤0.01%
+5,681
4405
$283K ﹤0.01%
39,187
-785,043
4406
$283K ﹤0.01%
13,236
-437
4407
$283K ﹤0.01%
18,233
-500
4408
$283K ﹤0.01%
14,038
-2,995
4409
$283K ﹤0.01%
10,187
-17
4410
$283K ﹤0.01%
5,266
-694
4411
$282K ﹤0.01%
8,582
-4,223
4412
$282K ﹤0.01%
54,079
-87,461
4413
$281K ﹤0.01%
72,107
-3,814
4414
$281K ﹤0.01%
26,929
-1,750
4415
$281K ﹤0.01%
104
+82
4416
$280K ﹤0.01%
18,932
-3,452
4417
$280K ﹤0.01%
9,971
-16
4418
$279K ﹤0.01%
17,151
-342
4419
$279K ﹤0.01%
1,781
-175
4420
$279K ﹤0.01%
544,827
-216,516
4421
$275K ﹤0.01%
109,656
-37,771
4422
$274K ﹤0.01%
29,705
-141
4423
$274K ﹤0.01%
+1,482
4424
$274K ﹤0.01%
10,651
+1,205
4425
$274K ﹤0.01%
27,157
-11,604