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
4451
$263K ﹤0.01%
40,959
-17,098
4452
$263K ﹤0.01%
20,462
-5,357
4453
$263K ﹤0.01%
22,213
-5,555
4454
$262K ﹤0.01%
19,955
-1,504
4455
$261K ﹤0.01%
30,892
-16,706
4456
$261K ﹤0.01%
12,811
-1,414
4457
$260K ﹤0.01%
32,435
+19,072
4458
$258K ﹤0.01%
23,735
-1,600
4459
$258K ﹤0.01%
23,956
+354
4460
$258K ﹤0.01%
18,715
+25
4461
$258K ﹤0.01%
+25,000
4462
$257K ﹤0.01%
8,900
4463
$256K ﹤0.01%
45,456
+2,948
4464
$256K ﹤0.01%
5,176
-2,675
4465
$255K ﹤0.01%
4,385
-2,245
4466
$255K ﹤0.01%
5,755
-10,428
4467
$254K ﹤0.01%
5,720
-3,515
4468
$254K ﹤0.01%
176,274
+99,211
4469
$254K ﹤0.01%
29,990
-27,640
4470
$254K ﹤0.01%
11,107
-117,393
4471
$253K ﹤0.01%
7,015
-340
4472
$253K ﹤0.01%
136,109
-65,714
4473
$253K ﹤0.01%
+7,950
4474
$253K ﹤0.01%
14,750
-2,076
4475
$252K ﹤0.01%
7,780
+7,000