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
4426
$274K ﹤0.01%
5,369
+4,163
4427
$272K ﹤0.01%
27,286
+11,017
4428
$271K ﹤0.01%
27,673
+13,929
4429
$271K ﹤0.01%
19,241
+9,684
4430
$271K ﹤0.01%
7,306
-4,561
4431
$271K ﹤0.01%
+3,200
4432
$271K ﹤0.01%
24,303
+2,064
4433
$271K ﹤0.01%
34,662
-12,132
4434
$270K ﹤0.01%
109,764
+109,709
4435
$270K ﹤0.01%
8,292
+601
4436
$269K ﹤0.01%
10,314
-3,310
4437
$268K ﹤0.01%
18,038
+7,553
4438
$268K ﹤0.01%
10,354
-7,806
4439
$268K ﹤0.01%
5,456
-717
4440
$268K ﹤0.01%
253,223
+251,200
4441
$268K ﹤0.01%
6,428
+1,618
4442
$267K ﹤0.01%
33,444
-28,873
4443
$266K ﹤0.01%
9,303
+3,469
4444
$265K ﹤0.01%
8,991
-1,076
4445
$265K ﹤0.01%
40,584
+6,416
4446
$264K ﹤0.01%
28,124
-8,000
4447
$264K ﹤0.01%
8,281
+5,412
4448
$264K ﹤0.01%
17,793
+1,964
4449
$264K ﹤0.01%
+25,000
4450
$263K ﹤0.01%
35,001
-9,620