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
4501
$240K ﹤0.01%
21,643
-9,093
4502
$239K ﹤0.01%
3,534
-1,319
4503
$239K ﹤0.01%
20,302
+226
4504
$239K ﹤0.01%
79,109
-4,763
4505
$239K ﹤0.01%
+2
4506
$239K ﹤0.01%
20,512
-931
4507
$238K ﹤0.01%
12,685
-7,218
4508
$238K ﹤0.01%
4,607
-803
4509
$237K ﹤0.01%
17,106
-7,095
4510
$237K ﹤0.01%
33,290
-172,217
4511
$236K ﹤0.01%
31,913
+454
4512
$236K ﹤0.01%
14,015
-1,862
4513
$235K ﹤0.01%
2,307
-763
4514
$234K ﹤0.01%
32,864
+19,334
4515
$234K ﹤0.01%
+16,201
4516
$233K ﹤0.01%
18,306
-6,821
4517
$233K ﹤0.01%
56,628
-36,412
4518
$233K ﹤0.01%
8,948
-1,837
4519
$233K ﹤0.01%
6,418
-1,586
4520
$232K ﹤0.01%
30,616
-10,659
4521
$232K ﹤0.01%
26,295
-438,797
4522
$232K ﹤0.01%
33,528
-9,596
4523
$231K ﹤0.01%
6,700
-662
4524
$230K ﹤0.01%
+14,661
4525
$230K ﹤0.01%
22,732