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
4476
$251K ﹤0.01%
16,203
-3,012
4477
$251K ﹤0.01%
25,250
-8,892
4478
$251K ﹤0.01%
38,949
-8,114
4479
$250K ﹤0.01%
9,180
-9,512
4480
$250K ﹤0.01%
12,959
-706
4481
$250K ﹤0.01%
26,611
-9,813
4482
$249K ﹤0.01%
11,102
-10,709
4483
$248K ﹤0.01%
14,372
4484
$247K ﹤0.01%
120,759
-2,341
4485
$247K ﹤0.01%
31,950
-9,106
4486
$246K ﹤0.01%
27,190
-3,292
4487
$246K ﹤0.01%
22,124
-11,250
4488
$246K ﹤0.01%
30,190
+21,791
4489
$245K ﹤0.01%
16,618
-6,663
4490
$245K ﹤0.01%
29,456
-1,329
4491
$245K ﹤0.01%
1,424
-5,370
4492
$245K ﹤0.01%
233,423
-21,219
4493
$244K ﹤0.01%
+10,721
4494
$244K ﹤0.01%
5,252
+1,479
4495
$244K ﹤0.01%
4,464
+2,648
4496
$243K ﹤0.01%
+25,540
4497
$243K ﹤0.01%
43,731
-27,959
4498
$242K ﹤0.01%
14,876
-309,424
4499
$241K ﹤0.01%
30,111
-7,391
4500
$241K ﹤0.01%
22,735
+193